Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1+ years Filed as: ALLIANCEBERNSTEIN LP Service code 27 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Advisory (Plan) | $76,602 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $64,260 |
WATKINS UIBERALL, PLLC1+ years Filed as: WATKINS UIBERALL PLLC Service code 10 1661 AARON BRENNER · MEMPHIS, TN 38120 | Accounting | $11,500 |
Service code 99 4500 MALONE RD STE 1 · MEMPHIS, TN 38118 | Other Fees | $5,829 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,985 | $91,746-37.9% | $146,643-61.1% | $93,010-38.7% |
| Participation rate | 89.0% | 80.9%+8.0pp | 80.1%+8.9pp | 73.9%+15.1pp |
| Annual return | 128.30% | 18.28%+110.0pp | 22.75%+105.6pp | 158.70%-30.4pp |
| Employer contribution / active EE | $799 | $2,815-71.6% | $4,137-80.7% | $2,705-70.5% |
| Participant deferral / active EE | $2,358 | $4,589-48.6% | $5,506-57.2% | $4,561-48.3% |
| Admin fee / account holder | $112 | $101+10.6% | $10,280-98.9% | $152-26.2% |