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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,611 |
ABD RETIREMENT SERVICES INC4 years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $27,221 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,993 | $104,479+64.6% | $159,474+7.9% | $79,391+116.6% |
| Participation rate | 65.7% | 76.6%-10.9pp | 82.8%-17.1pp | 70.7%-5.0pp |
| Annual return | 133.25% | 67.98%+65.3pp | 263.68%-130.4pp | 116.88%+16.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $9,161 | $6,468+41.6% | $7,353+24.6% | $4,046+126.4% |
| Admin fee / account holder | $258 | $711-63.8% | $10,802-97.6% | $627-58.9% |