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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 | $38,755 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,332 |
Employer 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 | $29,160 | $37,117-21.4% | $147,618-80.2% | $55,191-47.2% |
| Participation rate | 92.4% | 63.6%+28.8pp | 84.6%+7.8pp | 69.2%+23.3pp |
| Annual return | 0.00% | 3.44%-3.4pp | 61.98%-62.0pp | 10.78%-10.8pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,565-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,260 | $1,985+64.2% | $4,895-33.4% | $3,046+7.0% |
| Admin fee / account holder | $64 | $86-25.4% | $11,612-99.5% | $91-29.7% |