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| Provider | Service type | Compensation |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.4+ years Filed as: ABG SERVICES INVEST Service code 16 · EIN 41-1812533 | Consulting | $52,862 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,095 |
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 | $36,025 | $37,196-3.1% | $154,111-76.6% | $55,725-35.4% |
| Participation rate | 95.3% | 64.1%+31.2pp | 83.0%+12.3pp | 70.9%+24.4pp |
| Annual return | -3.67% | 1319.68%-1323.3pp | 735.18%-738.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,065 | $2,068+96.6% | $5,081-20.0% | $3,356+21.2% |
| Admin fee / account holder | $74 | $102-26.8% | $13,411-99.4% | $115-35.5% |