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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,754 |
ABD RETIREMENT SERVICES INC2 years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $23,450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,021 | $89,652-5.2% | $141,197-39.8% | $65,186+30.4% |
| Participation rate | 69.5% | 74.7%-5.2pp | 82.5%-13.0pp | 70.2%-0.7pp |
| Annual return | 7.55% | 32.79%-25.2pp | 71.41%-63.9pp | 29.39%-21.8pp |
| Employer contribution / active EE | $5 | $3,065-99.8% | $4,736-99.9% | $2,177-99.8% |
| Participant deferral / active EE | $10,585 | $5,691+86.0% | $6,710+57.7% | $3,514+201.2% |
| Admin fee / account holder | $232 | $569-59.3% | $10,265-97.7% | $847-72.7% |