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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 | $122,258+155.6% | $199,883+56.3% | $64,097+387.5% |
| Participation rate | 70.8% | 79.0%-8.2pp | 86.8%-15.9pp | 55.2%+15.6pp |
| Annual return | 12.98% | 24.91%-11.9pp | 43.81%-30.8pp | 34.64%-21.7pp |
| Employer contribution / active EE | $4,230 | $4,242-0.3% | $6,261-32.4% | $1,891+123.6% |
| Participant deferral / active EE | $15,088 | $6,258+141.1% | $9,138+65.1% | $3,080+389.9% |
| Admin fee / account holder | $508 | $3,882-86.9% | $17,268-97.1% | $3,454-85.3% |