Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $165,540 |
ABBEY STREET LLC4 years Filed as: ABBEY STREET Service code 27 · EIN 82-4772597 | Advisory (Plan) | $80,809 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,267 | $89,435+16.6% | $164,975-36.8% | $77,714+34.2% |
| Participation rate | 97.9% | 78.6%+19.2pp | 78.6%+19.2pp | 70.6%+27.3pp |
| Annual return | 13.83% | 28.82%-15.0pp | 70.12%-56.3pp | 31.26%-17.4pp |
| Employer contribution / active EE | $6,173 | $2,563+140.9% | $4,343+42.2% | $2,727+126.4% |
| Participant deferral / active EE | $6,281 | $4,901+28.2% | $6,033+4.1% | $4,649+35.1% |
| Admin fee / account holder | $363 | $340+6.9% | $12,688-97.1% | $433-16.2% |