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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $4,920 |
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 | $52,317 | $59,191-11.6% | $76,767-31.8% | $56,289-7.1% |
| Participation rate | 89.3% | 75.2%+14.1pp | 77.0%+12.4pp | 69.9%+19.5pp |
| Annual return | -4.70% | 6.62%-11.3pp | 2.43%-7.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $927 | $1,759-47.3% | $2,485-62.7% | $2,111-56.1% |
| Participant deferral / active EE | $3,087 | $3,255-5.2% | $3,852-19.9% | $3,350-7.9% |
| Admin fee / account holder | $9 | $489-98.1% | $6,675-99.9% | $521-98.2% |