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| Provider | Service type | Compensation |
|---|---|---|
AB FUNDS3 years Filed as: SANFORD C. BERNSTEIN & CO. LLC Service code 27 555 CALIFORNIA ST. · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $18,546 |
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 | $61,068 | $73,102-16.5% | $123,553-50.6% | $56,289+8.5% |
| Participation rate | 97.4% | 74.3%+23.1pp | 82.3%+15.1pp | 69.9%+27.6pp |
| Annual return | -15.37% | 3.01%-18.4pp | 119.21%-134.6pp | -9.96%-5.4pp |
| Employer contribution / active EE | $3,326 | $2,977+11.7% | $4,628-28.1% | $2,111+57.6% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $55 | $554-90.0% | $9,284-99.4% | $521-89.4% |