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| Provider | Service type | Compensation |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.5+ years Filed as: ABG SERVICES INVEST Service code 16 · EIN 41-1812533 | Consulting | $41,240 |
Service code 37 · EIN 04-2647786 | Loan Processing | $32,819 |
Employer 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 | $44,360 | $62,928-29.5% | $172,752-74.3% | $67,579-34.4% |
| Participation rate | 95.1% | 64.5%+30.6pp | 82.6%+12.5pp | 71.3%+23.8pp |
| Annual return | 22.27% | 30.36%-8.1pp | 802.97%-780.7pp | 378.56%-356.3pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,230 | $2,145+97.2% | $5,198-18.6% | $3,539+19.5% |
| Admin fee / account holder | $76 | $167-54.3% | $13,955-99.5% | $142-46.5% |