Filed April 26, 2023 (most recent of 3 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $32,846 |
Service code 13 ONE RAYMOND DRIVE - SUITE 7 · HAVERTOWN, PA 19083 | Contract Administrator | $11,780 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $108,832 | $101,672+7.0% | $147,117-26.0% | $74,478+46.1% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.5pp |
| Annual return | 13.48% | 8757.83%-8744.3pp | 420.54%-407.1pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $3,666 | $3,813-3.9% | $4,932-25.7% | $2,626+39.6% |
| Participant deferral / active EE | $10,070 | $7,305+37.9% | $8,065+24.9% | $4,350+131.5% |
| Admin fee / account holder | $47 | $1,753-97.3% | $12,993-99.6% | $1,946-97.6% |