Filed January 24, 2025
| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS4 years Filed as: ALLIANCEBERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $107,777 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 9.09% | 11.98%-2.9pp | 35.16%-26.1pp | 37.77%-28.7pp |
| Employer contribution / active EE | $85,100 | $57,753+47.4% | $46,401+83.4% | $15,798+438.7% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $72-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |