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| Provider | Service type | Compensation |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.2+ years Filed as: ABG SERVICES INVEST Service code 10 · EIN 41-1812533 | Accounting | $44,080 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,624 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $41,736 | $36,916+13.1% | $156,552-73.3% | $57,658-27.6% |
| Participation rate | 99.8% | 63.4%+36.4pp | 84.0%+15.8pp | 70.2%+29.6pp |
| Annual return | 7.81% | 12.38%-4.6pp | 32.23%-24.4pp | 5.13%+2.7pp |
| Employer contribution / active EE | $3,377 | $1,571+115.0% | $5,501-38.6% | $1,974+71.1% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $69 | $82-16.2% | $13,028-99.5% | $95-26.9% |