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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,624 |
ABD RETIREMENT SERVICES INC2+ years Service code 55 · EIN 80-0833114 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Other Commissions | $7,523 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $17,799 | $135,956-86.9% | $123,894-85.6% | $273,972-93.5% |
| Participation rate | 0.0% | 84.1%-84.1pp | 81.4%-81.4pp | 83.0%-83.0pp |
| Annual return | 4.99% | 56.63%-51.6pp | 47.52%-42.5pp | 41.46%-36.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $104 | $9,817-98.9% | $8,357-98.8% | $10,133-99.0% |