Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS3 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $130,468 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,960 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $345,330 | $122,042+183.0% | $184,260+87.4% | $74,459+363.8% |
| Participation rate | 97.8% | 85.5%+12.3pp | 86.8%+11.0pp | 67.2%+30.6pp |
| Annual return | 17.42% | 19.91%-2.5pp | 28.84%-11.4pp | 1369.70%-1352.3pp |
| Employer contribution / active EE | $15,947 | $4,537+251.5% | $6,427+148.1% | $2,626+507.3% |
| Participant deferral / active EE | $20,917 | $7,143+192.8% | $9,133+129.0% | $4,350+380.9% |
| Admin fee / account holder | $596 | $1,252-52.4% | $13,898-95.7% | $1,945-69.3% |