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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 | $128,603+143.0% | $197,124+58.5% | $67,986+359.6% |
| Participation rate | 70.8% | 81.7%-10.8pp | 86.7%-15.9pp | 57.2%+13.6pp |
| Annual return | 12.98% | 23.77%-10.8pp | 44.34%-31.4pp | 31.67%-18.7pp |
| Employer contribution / active EE | $4,230 | $4,379-3.4% | $6,227-32.1% | $2,019+109.6% |
| Participant deferral / active EE | $15,088 | $6,840+120.6% | $9,135+65.2% | $3,358+349.3% |
| Admin fee / account holder | $508 | $3,035-83.3% | $16,298-96.9% | $3,203-84.1% |