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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 | $45,805 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,594 |
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 | $38,370 | $46,173-16.9% | $170,439-77.5% | $69,631-44.9% |
| Participation rate | 95.6% | 63.9%+31.7pp | 83.6%+12.0pp | 70.7%+24.9pp |
| Annual return | 17.38% | 21.62%-4.2pp | 205.94%-188.6pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,743 | $2,080+79.9% | $4,939-24.2% | $3,224+16.1% |
| Admin fee / account holder | $64 | $116-44.7% | $13,881-99.5% | $110-41.9% |