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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS3 years Filed as: ALLIANCEBERNSTEIN LP Service code 27 501 COMMERCE ST · NASHVILLE, TN 37302 | Advisory (Plan) | $31,215 |
Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,456 |
ASCENSUS LLC3 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $5,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,282 | $60,454+54.3% | $81,844+14.0% | $74,459+25.3% |
| Participation rate | 30.5% | 63.0%-32.4pp | 72.4%-41.9pp | 67.2%-36.7pp |
| Annual return | 15.32% | 16.87%-1.5pp | 778.87%-763.5pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $306 | $2,630-88.4% | $2,916-89.5% | $2,626-88.4% |
| Participant deferral / active EE | $1,849 | $3,398-45.6% | $4,323-57.2% | $4,350-57.5% |
| Admin fee / account holder | $748 | $1,490-49.8% | $7,355-89.8% | $1,945-61.6% |