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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 | $44,984-3.3% | $85,009-48.8% | $74,546-41.7% |
| Participation rate | 80.5% | 49.4%+31.1pp | 67.5%+13.0pp | 67.2%+13.3pp |
| Annual return | 10.50% | 26.25%-15.8pp | 66.47%-56.0pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $2,437 | $1,458+67.1% | $2,728-10.7% | $2,624-7.2% |
| Participant deferral / active EE | $3,540 | $2,733+29.5% | $4,522-21.7% | $4,347-18.6% |
| Admin fee / account holder | $111 | $2,208-95.0% | $6,153-98.2% | $1,944-94.3% |