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| Provider | Service type | Compensation |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.1+ years Filed as: ABG SERVICES INVEST Service code 10 · EIN 41-1812533 | Accounting | $42,998 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,458 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,824 | $37,117+4.6% | $147,618-73.7% | $55,191-29.7% |
| Participation rate | 97.7% | 63.6%+34.1pp | 84.6%+13.1pp | 69.2%+28.6pp |
| Annual return | -0.67% | 3.44%-4.1pp | 61.98%-62.6pp | 10.78%-11.4pp |
| Employer contribution / active EE | $3,185 | $1,620+96.6% | $5,565-42.8% | $1,899+67.8% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $78 | $86-8.7% | $11,612-99.3% | $91-13.9% |