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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 | $40,334 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,852 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,218 | $36,916-10.0% | $156,551-78.8% | $57,658-42.4% |
| Participation rate | 94.2% | 63.4%+30.8pp | 84.0%+10.2pp | 70.2%+24.0pp |
| Annual return | 8.66% | 12.38%-3.7pp | 32.23%-23.6pp | 5.13%+3.5pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,599 | $1,926+86.9% | $4,871-26.1% | $3,061+17.6% |
| Admin fee / account holder | $58 | $82-29.3% | $13,028-99.6% | $95-38.4% |