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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS4 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Advisory (Plan) | $33,676 |
Filed as: EMPOWER LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,227 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,434 | $88,360+1.2% | $145,433-38.5% | $67,986+31.5% |
| Participation rate | 83.6% | 65.5%+18.2pp | 82.1%+1.5pp | 57.2%+26.4pp |
| Annual return | 17.37% | 63.15%-45.8pp | 66.58%-49.2pp | 31.67%-14.3pp |
| Employer contribution / active EE | $1,860 | $3,054-39.1% | $4,554-59.2% | $2,019-7.9% |
| Participant deferral / active EE | $8,762 | $5,932+47.7% | $7,897+10.9% | $3,358+160.9% |
| Admin fee / account holder | $370 | $3,313-88.8% | $13,129-97.2% | $3,203-88.4% |