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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABD RETIREMENT SERVICES, INC. Service code 27 · EIN 80-0833114 | Advisory (Plan) | $8,577 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,628 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,057 | $75,388-53.5% | $123,549-71.6% | $55,725-37.1% |
| Participation rate | 85.3% | 75.7%+9.6pp | 82.3%+3.0pp | 70.9%+14.4pp |
| Annual return | 10.68% | 4.48%+6.2pp | 119.20%-108.5pp | 244.93%-234.2pp |
| Employer contribution / active EE | $4,660 | $3,063+52.1% | $4,628+0.7% | $2,078+124.2% |
| Participant deferral / active EE | $10,114 | $5,651+79.0% | $6,426+57.4% | $3,356+201.4% |
| Admin fee / account holder | $13 | $120-89.1% | $9,284-99.9% | $115-88.6% |