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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 65-1226333 | Advisory (Plan) | $5,987 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $3,292 |
Filed as: ABACUS BENFEIT CONSULTANTS, INC. Service code 15 · EIN 05-0460654 | Recordkeeping | $473 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,610 | $63,314-72.2% | $91,004-80.6% | $62,293-71.7% |
| Participation rate | 78.6% | 73.3%+5.3pp | 75.6%+3.0pp | 69.5%+9.1pp |
| Annual return | 22.99% | 21.00%+2.0pp | 4.60%+18.4pp | 28.90%-5.9pp |
| Employer contribution / active EE | $1,617 | $1,807-10.5% | $2,456-34.1% | $2,042-20.8% |
| Participant deferral / active EE | $1,936 | $2,944-34.2% | $3,548-45.4% | $3,169-38.9% |
| Admin fee / account holder | $111 | $468-76.3% | $5,417-98.0% | $479-76.9% |