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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS3 years Filed as: ALLIANCE BERNSTEIN L.P Service code 28 · EIN 13-4064930 | Investment Management | $200,667 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 81-0625169 | Bank Trustee | $72,811 |
AB FUNDS2 years Filed as: AB GLOBAL BOND FUND Service code 68 | Soft dollars commissions | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $375,279-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 0.7%-0.7pp |
| Annual return | 10.17% | 7.36%+2.8pp | 9.78%+0.4pp | 13.24%-3.1pp |
| Employer contribution / active EE | $88,357 | $40,685+117.2% | $46,889+88.4% | $14,616+504.5% |
| Participant deferral / active EE | $0 | $2,571-100.0% | $72-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $5,665-100.0% | $4,137-100.0% |