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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN L.P. Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $27,033 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,146 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,742 | $65,246+11.5% | $98,716-26.3% | $67,986+7.0% |
| Participation rate | 52.5% | 51.4%+1.0pp | 69.3%-16.8pp | 57.2%-4.7pp |
| Annual return | 14.51% | 20.58%-6.1pp | 31.81%-17.3pp | 31.67%-17.2pp |
| Employer contribution / active EE | $515 | $1,042-50.5% | $2,279-77.4% | $2,019-74.5% |
| Participant deferral / active EE | $3,342 | $2,594+28.8% | $4,048-17.4% | $3,358-0.5% |
| Admin fee / account holder | $320 | $4,561-93.0% | $8,703-96.3% | $3,203-90.0% |