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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC4+ years Service code 61 · EIN 80-0833114 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$78,209 |
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 | $33,844 | $71,106-52.4% | $83,327-59.4% | $75,289-55.0% |
| Participation rate | 89.1% | 82.0%+7.1pp | 77.8%+11.4pp | 72.4%+16.7pp |
| Annual return | -2.41% | -0.56%-1.9pp | 10.64%-13.0pp | -0.04%-2.4pp |
| Employer contribution / active EE | $2,405 | $2,436-1.3% | $3,379-28.8% | $2,4050% |
| Participant deferral / active EE | $11,932 | $6,249+90.9% | $5,565+114.4% | $3,739+219.2% |
| Admin fee / account holder | -$25 | $72-135.1% | $7,540-100.3% | $102-124.8% |