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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS6+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $348,741 |
Filed as: KRAVITZ LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $57,170 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET GLOBAL Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $53,006 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $38,766 |
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 | $92,387 | $176,471-47.6% | $95,968-3.7% | $90,274+2.3% |
| Participation rate | 100.0% | 86.6%+13.4pp | 77.1%+22.9pp | 73.4%+26.6pp |
| Annual return | 10.23% | 20.15%-9.9pp | 91.65%-81.4pp | 53.97%-43.7pp |
| Employer contribution / active EE | $5,458 | $2,783+96.1% | $2,542+114.8% | $2,523+116.3% |
| Participant deferral / active EE | $0 | $5,325-100.0% | $4,167-100.0% | $4,231-100.0% |
| Admin fee / account holder | $129 | $154-16.3% | $6,798-98.1% | $114+13.1% |