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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) | $13,933 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,372 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,494 | $45,123-3.6% | $85,240-49.0% | $74,478-41.6% |
| Participation rate | 80.5% | 49.4%+31.1pp | 67.5%+12.9pp | 67.2%+13.3pp |
| Annual return | 10.50% | 26.32%-15.8pp | 66.75%-56.3pp | 1370.56%-1360.1pp |
| Employer contribution / active EE | $2,437 | $1,459+67.0% | $2,735-10.9% | $2,626-7.2% |
| Participant deferral / active EE | $3,540 | $2,736+29.4% | $4,527-21.8% | $4,350-18.6% |
| Admin fee / account holder | $111 | $2,215-95.0% | $6,165-98.2% | $1,946-94.3% |