Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $13,042 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $8,640 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,173 | $52,293+112.6% | $178,499-37.7% | $73,412+51.4% |
| Participation rate | 98.6% | 65.3%+33.3pp | 81.9%+16.7pp | 72.2%+26.4pp |
| Annual return | 16.03% | 34.75%-18.7pp | 151.10%-135.1pp | 59.30%-43.3pp |
| Employer contribution / active EE | $4,131 | $1,735+138.1% | $5,011-17.6% | $2,234+85.0% |
| Participant deferral / active EE | $3,711 | $2,332+59.1% | $5,202-28.7% | $3,806-2.5% |
| Admin fee / account holder | $45 | $127-64.9% | $13,986-99.7% | $158-71.7% |