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| Provider | Service type | Compensation |
|---|---|---|
GOVPLUS FUND AI, L.P.1 year Service code 51 · EIN 20-1650731 | Investment Mgmt Fees | $25,515 |
AB FUNDS1 year Filed as: ALLIANCE BERNSTEIN Service code 51 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Mgmt Fees | $6,575 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,604 | $35,183-4.5% | $73,550-54.3% | $70,126-52.1% |
| Participation rate | 97.9% | 42.9%+54.9pp | 54.9%+42.9pp | 69.5%+28.3pp |
| Annual return | 13.55% | 26.90%-13.4pp | -15.16%+28.7pp | 73.15%-59.6pp |
| Employer contribution / active EE | $2,109 | $709+197.6% | $1,219+73.0% | $2,343-10.0% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $251 | $2,302-89.1% | $2,320-89.2% | $4,645-94.6% |