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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN L.P. Service code 27 · EIN 13-4064930 | Advisory (Plan) | $77,667 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $31,272 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,466 | $121,671+156.8% | $211,142+48.0% | $64,340+385.7% |
| Participation rate | 70.8% | 76.5%-5.6pp | 87.3%-16.5pp | 55.2%+15.6pp |
| Annual return | 12.98% | 21.43%-8.5pp | 46.84%-33.9pp | 24.14%-11.2pp |
| Employer contribution / active EE | $4,230 | $4,066+4.1% | $6,442-34.3% | $1,862+127.2% |
| Participant deferral / active EE | $15,088 | $6,049+149.4% | $9,284+62.5% | $2,980+406.2% |
| Admin fee / account holder | $508 | $4,774-89.4% | $19,076-97.3% | $3,703-86.3% |