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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS8+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $351,955 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET GLOBAL Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $81,393 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $32,916 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 15 · EIN 82-3719843 | Recordkeeping | $31,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,583 | $130,052-25.7% | $86,717+11.4% | $77,906+24.0% |
| Participation rate | 100.0% | 85.9%+14.1pp | 76.6%+23.4pp | 73.7%+26.3pp |
| Annual return | -14.51% | -12.73%-1.8pp | 35.97%-50.5pp | 12.16%-26.7pp |
| Employer contribution / active EE | $16,672 | $3,214+418.8% | $2,837+487.6% | $2,846+485.7% |
| Participant deferral / active EE | $0 | $5,741-100.0% | $4,657-100.0% | $4,805-100.0% |
| Admin fee / account holder | $138 | $132+4.8% | $7,494-98.2% | $133+4.2% |