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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS1 year Filed as: SANFORD C. BERNSTEIN & CO. LLC Service code 27 555 CALIFORNIA ST · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $25,804 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 225 W. SANTA CLARA ST., STE 900 · SAN JOSE, CA 95113 | Advisory (Plan) | $3,731 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,195 | $80,177-5.0% | $123,894-38.5% | $57,658+32.1% |
| Participation rate | 98.0% | 74.4%+23.6pp | 81.4%+16.6pp | 70.2%+27.8pp |
| Annual return | 0.19% | 17.90%-17.7pp | 47.52%-47.3pp | 5.13%-4.9pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $86 | $106-19.2% | $8,357-99.0% | $95-9.2% |