| Provider | Service type | Compensation |
|---|---|---|
ERNST & YOUNG LLP4 years Service code 11 · EIN 34-6565596 | Actuarial | $90,273 |
US BANK7+ years Service code 18 · EIN 31-0841368 | Custodial (other than securities); Di... | $88,109 |
AB FUNDS7+ years Filed as: ALLIANCE BERNSTEIN, L.P. Service code 21 · EIN 13-4132953 | Bank Trustee | $46,372 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,873-100.0% | $306,246-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 43.6%-43.6pp | 62.9%-62.9pp | 12.4%-12.4pp |
| Annual return | 8.56% | 10.02%-1.5pp | 35.16%-26.6pp | 9.89%-1.3pp |
| Employer contribution / active EE | $40,509 | $18,708+116.5% | $46,401-12.7% | $14,313+183.0% |
| Participant deferral / active EE | $0 | $78-100.0% | $72-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $470-100.0% | $4,448-100.0% | $9,084-100.0% |