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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $2,663 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $520 |
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 | $65,746 | $73,638-10.7% | $95,960-31.5% | $73,493-10.5% |
| Participation rate | 92.4% | 76.2%+16.3pp | 77.1%+15.4pp | 70.7%+21.8pp |
| Annual return | 15.64% | 16.78%-1.1pp | 91.63%-76.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $1,010 | $1,863-45.8% | $2,541-60.3% | $2,270-55.5% |
| Participant deferral / active EE | $3,556 | $3,617-1.7% | $4,167-14.7% | $3,740-4.9% |
| Admin fee / account holder | $24 | $482-95.0% | $6,797-99.6% | $513-95.3% |