Filed May 15, 2024
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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 26 ONE NORTH LEXINGTON AVENUE · WHITE PLAINS, NY 10601 | Advisory (Participants) | $57,070 |
NWPS1+ years Service code 15 · EIN 91-2090931 | Recordkeeping | $29,794 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 · EIN 13-2638116 | Advisory (Participants) | $26,381 |
MATRIX TRUST COMPANY1+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $11,476 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $327,691 | $93,010+252.3% | $96,515+239.5% | $74,460+340.1% |
| Participation rate | 85.5% | 71.6%+13.9pp | 74.3%+11.1pp | 70.7%+14.7pp |
| Annual return | 17.47% | 37.50%-20.0pp | 35.73%-18.3pp | 34.38%-16.9pp |
| Employer contribution / active EE | $15,942 | $3,427+365.2% | $3,740+326.3% | $2,638+504.3% |
| Participant deferral / active EE | $8,724 | $3,971+119.7% | $4,880+78.8% | $4,530+92.6% |
| Admin fee / account holder | $263 | $633-58.4% | $6,735-96.1% | $348-24.3% |