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 | $73,077 |
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 | $164,285 | $65,376+151.3% | $87,104+88.6% | $65,185+152.0% |
| Participation rate | 95.0% | 75.3%+19.7pp | 76.9%+18.1pp | 70.2%+24.8pp |
| Annual return | 21.00% | 31.27%-10.3pp | 28.19%-7.2pp | 29.38%-8.4pp |
| Employer contribution / active EE | $3,685 | $1,822+102.2% | $2,521+46.2% | $2,177+69.3% |
| Participant deferral / active EE | $5,724 | $3,388+68.9% | $4,048+41.4% | $3,514+62.9% |
| Admin fee / account holder | $337 | $520-35.2% | $7,491-95.5% | $847-60.3% |