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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC5 years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $41,987 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,581 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,215 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,970 | $104,336-52.1% | $159,474-68.7% | $86,821-42.4% |
| Participation rate | 62.5% | 77.7%-15.2pp | 82.8%-20.3pp | 72.3%-9.7pp |
| Annual return | 26.93% | 26.32%+0.6pp | 263.68%-236.7pp | 97.94%-71.0pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $8,401 | $6,837+22.9% | $7,353+14.3% | $4,132+103.3% |
| Admin fee / account holder | $192 | $172+11.4% | $10,802-98.2% | $170+13.1% |