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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABD RETIREMENT SERVICE, INC Service code 27 · EIN 36-4620423 | Advisory (Plan) | $28,335 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$101 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,397 | $38,058+92.9% | $169,452-56.7% | $75,289-2.5% |
| Participation rate | 96.9% | 65.1%+31.7pp | 77.8%+19.1pp | 72.4%+24.4pp |
| Annual return | 11.04% | -2.88%+13.9pp | 1.83%+9.2pp | -0.04%+11.1pp |
| Employer contribution / active EE | $5,569 | $1,478+276.7% | $4,157+34.0% | $2,405+131.5% |
| Participant deferral / active EE | $11,060 | $3,201+245.5% | $5,277+109.6% | $3,739+195.8% |
| Admin fee / account holder | $18 | $85-79.0% | $9,110-99.8% | $102-82.5% |