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| Provider | Service type | Compensation |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.3+ years Filed as: ABG SERVICES INVEST Service code 10 · EIN 41-1812533 | Accounting | $46,708 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $7,625 |
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 | $48,373 | $46,173+4.8% | $170,439-71.6% | $69,631-30.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 16.93% | 21.62%-4.7pp | 205.94%-189.0pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $3,497 | $1,610+117.3% | $5,433-35.6% | $2,032+72.1% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $74 | $116-35.9% | $13,881-99.5% | $110-32.6% |