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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS5+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $360,542 |
Filed as: KRAVITZ LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $56,000 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $48,050 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $37,020 |
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 | $79,906 | $105,173-24.0% | $87,102-8.3% | $77,775+2.7% |
| Participation rate | 100.0% | 85.8%+14.2pp | 76.9%+23.1pp | 73.2%+26.8pp |
| Annual return | 16.84% | 24.52%-7.7pp | 28.19%-11.3pp | 32.58%-15.7pp |
| Employer contribution / active EE | $9,315 | $2,890+222.3% | $2,521+269.4% | $2,504+272.0% |
| Participant deferral / active EE | $0 | $5,048-100.0% | $4,048-100.0% | $3,966-100.0% |
| Admin fee / account holder | $118 | $105+13.0% | $7,493-98.4% | $100+18.1% |