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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 | $82,133+8.9% | $147,318-39.3% | $64,097+39.5% |
| Participation rate | 83.6% | 62.3%+21.4pp | 82.1%+1.6pp | 55.2%+28.4pp |
| Annual return | 17.37% | 78.78%-61.4pp | 70.43%-53.1pp | 34.64%-17.3pp |
| Employer contribution / active EE | $1,860 | $2,872-35.3% | $4,593-59.5% | $1,891-1.7% |
| Participant deferral / active EE | $8,762 | $5,407+62.0% | $7,906+10.8% | $3,080+184.5% |
| Admin fee / account holder | $370 | $3,730-90.1% | $13,708-97.3% | $3,454-89.3% |