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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS2 years Filed as: SANFORD C. BERNSTEIN & CO. LLC Service code 27 555 CALIFORNIA ST. · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $28,321 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,210 | $155,795-43.4% | $136,298-35.3% | $69,631+26.7% |
| Participation rate | 98.1% | 75.2%+22.8pp | 81.9%+16.1pp | 70.7%+27.4pp |
| Annual return | 20.00% | 232464.33%-232444.3pp | 5156.27%-5136.3pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $7,162 | $2,991+139.5% | $4,696+52.5% | $2,032+252.4% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $82 | $128-35.9% | $9,244-99.1% | $110-25.5% |