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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.)
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 | $117,746+165.4% | $256,809+21.7% | $69,733+348.1% |
| Participation rate | 70.8% | 77.1%-6.2pp | 88.5%-17.7pp | 62.5%+8.4pp |
| Annual return | 12.98% | 18.13%-5.2pp | 32.73%-19.7pp | 15.22%-2.2pp |
| Employer contribution / active EE | $4,230 | $4,123+2.6% | $7,263-41.8% | $2,250+88.0% |
| Participant deferral / active EE | $15,088 | $5,632+167.9% | $9,520+58.5% | $3,054+394.0% |
| Admin fee / account holder | $508 | $4,334-88.3% | $25,146-98.0% | $3,102-83.6% |