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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS4+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $369,353 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET GLOBAL Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $46,072 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $36,816 |
Filed as: KRAVITZ LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $28,000 |
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 | $69,367 | $78,852-12.0% | $76,768-9.6% | $75,289-7.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 77.0%+23.0pp | 72.4%+27.6pp |
| Annual return | -4.10% | -1.29%-2.8pp | 2.43%-6.5pp | -0.04%-4.1pp |
| Employer contribution / active EE | $6,021 | $2,794+115.5% | $2,485+142.3% | $2,405+150.4% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $3,852-100.0% | $3,739-100.0% |
| Admin fee / account holder | $124 | $79+57.1% | $6,676-98.1% | $102+21.3% |