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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $4,202 |
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 | $51,941 | $65,376-20.5% | $87,104-40.4% | $65,185-20.3% |
| Participation rate | 87.9% | 75.3%+12.6pp | 76.9%+11.1pp | 70.2%+17.7pp |
| Annual return | 28.01% | 31.27%-3.3pp | 28.19%-0.2pp | 29.38%-1.4pp |
| Employer contribution / active EE | $784 | $1,822-57.0% | $2,521-68.9% | $2,177-64.0% |
| Participant deferral / active EE | $2,629 | $3,388-22.4% | $4,048-35.1% | $3,514-25.2% |
| Admin fee / account holder | $16 | $520-96.8% | $7,491-99.8% | $847-98.1% |