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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS7+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $379,632 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $44,135 |
Filed as: KRAVITZ LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $35,085 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET GLOBAL Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $31,295 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,406 | $144,879-27.9% | $111,319-6.2% | $93,010+12.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 77.3%+22.7pp | 73.9%+26.1pp |
| Annual return | 12.01% | 18.11%-6.1pp | 54.68%-42.7pp | 158.70%-146.7pp |
| Employer contribution / active EE | $6,536 | $3,052+114.1% | $2,732+139.3% | $2,705+141.6% |
| Participant deferral / active EE | $0 | $5,576-100.0% | $4,488-100.0% | $4,561-100.0% |
| Admin fee / account holder | $150 | $104+44.4% | $7,966-98.1% | $152-1.4% |