Filed December 30, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $73,329 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $141,647 | $59,191+139.3% | $76,767+84.5% | $56,289+151.6% |
| Participation rate | 94.9% | 75.2%+19.7pp | 77.0%+17.9pp | 69.9%+25.1pp |
| Annual return | -4.16% | 6.62%-10.8pp | 2.43%-6.6pp | -9.96%+5.8pp |
| Employer contribution / active EE | $3,651 | $1,759+107.6% | $2,485+46.9% | $2,111+72.9% |
| Participant deferral / active EE | $5,817 | $3,255+78.7% | $3,852+51.0% | $3,350+73.6% |
| Admin fee / account holder | $332 | $489-32.2% | $6,675-95.0% | $521-36.3% |