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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS9+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $348,530 |
STATE STREET GLOBAL ADVISORS8 years Filed as: STATE STREET GLOBAL Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $72,872 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $49,604 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN Service code 15 · EIN 82-3719843 | Recordkeeping | $32,085 |
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 | $117,663 | $104,544+12.5% | $96,564+21.8% | $80,187+46.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 72.9%+27.1pp |
| Annual return | 12.91% | 21.79%-8.9pp | 25.89%-13.0pp | 40.40%-27.5pp |
| Employer contribution / active EE | $24,206 | $3,527+586.2% | $2,967+715.9% | $2,980+712.4% |
| Participant deferral / active EE | $0 | $6,170-100.0% | $4,852-100.0% | $5,016-100.0% |
| Admin fee / account holder | $136 | $107+27.3% | $8,256-98.4% | $145-6.2% |