Filed December 30, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $37,230 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 27 · EIN 37-0899315 | Advisory (Plan) | $36,000 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,209 |
CHARLES SCHWAB & CO., INC.9+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $107 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,978 | $76,112+168.0% | $96,534+111.3% | $71,511+185.2% |
| Participation rate | 89.0% | 74.4%+14.6pp | 76.0%+13.1pp | 67.9%+21.1pp |
| Annual return | 15.10% | 22.81%-7.7pp | 25.88%-10.8pp | 28.86%-13.8pp |
| Employer contribution / active EE | $7,185 | $2,248+219.6% | $2,965+142.3% | $2,589+177.5% |
| Participant deferral / active EE | $8,068 | $4,217+91.3% | $4,851+66.3% | $4,291+88.0% |
| Admin fee / account holder | $363 | $2,708-86.6% | $8,253-95.6% | $1,588-77.2% |