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 | $101,653+7.1% | $147,080-26.0% | $74,459+46.2% |
| Participation rate | 94.7% | 75.6%+19.2pp | 82.2%+12.6pp | 67.2%+27.5pp |
| Annual return | 13.48% | 8754.98%-8741.5pp | 420.17%-406.7pp | 1369.70%-1356.2pp |
| Employer contribution / active EE | $3,666 | $3,813-3.9% | $4,933-25.7% | $2,626+39.6% |
| Participant deferral / active EE | $10,070 | $7,304+37.9% | $8,066+24.8% | $4,350+131.5% |
| Admin fee / account holder | $47 | $1,752-97.3% | $12,989-99.6% | $1,945-97.6% |