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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $363,239 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $28,887 |
Filed as: KRAVITZ, INC. Service code 15 · EIN 95-3207191 | Recordkeeping | $28,185 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,335 | $71,957-18.9% | $67,652-13.8% | $59,188-1.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 75.7%+24.3pp | 69.4%+30.6pp |
| Annual return | -0.71% | 8.53%-9.2pp | 6625.40%-6626.1pp | 5.51%-6.2pp |
| Employer contribution / active EE | $7,615 | $2,432+213.1% | $2,266+236.1% | $2,098+263.0% |
| Participant deferral / active EE | $0 | $4,211-100.0% | $3,560-100.0% | $3,265-100.0% |
| Admin fee / account holder | $112 | $64+74.5% | $4,821-97.7% | $92+21.4% |