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 | $101,591+7.1% | $147,096-26.0% | $74,429+46.2% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.2%+12.6pp | 67.2%+27.5pp |
| Annual return | 13.48% | 8746.45%-8733.0pp | 419.75%-406.3pp | 1368.38%-1354.9pp |
| Employer contribution / active EE | $3,666 | $3,813-3.8% | $4,936-25.7% | $2,625+39.7% |
| Participant deferral / active EE | $10,070 | $7,302+37.9% | $8,071+24.8% | $4,348+131.6% |
| Admin fee / account holder | $47 | $1,750-97.3% | $13,005-99.6% | $1,944-97.6% |