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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $116,729 |
ABBEY STREET LLC1 year Filed as: ABBEY STREET, LLC Service code 27 · EIN 82-4772597 | Advisory (Plan) | $55,136 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $13,346 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $89,826 | $78,419+14.5% | $133,978-33.0% | $73,412+22.4% |
| Participation rate | 99.4% | 78.6%+20.8pp | 79.8%+19.5pp | 72.2%+27.2pp |
| Annual return | 14.90% | 33.35%-18.4pp | 45.10%-30.2pp | 59.30%-44.4pp |
| Employer contribution / active EE | $5,040 | $2,044+146.6% | $3,919+28.6% | $2,234+125.6% |
| Participant deferral / active EE | $4,625 | $3,925+17.8% | $5,047-8.4% | $3,806+21.5% |
| Admin fee / account holder | $329 | $161+104.0% | $8,930-96.3% | $158+108.4% |