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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $142,353 |
ABBEY STREET LLC1 year Filed as: ABBEY STREET Service code 27 · EIN 82-4772597 | Advisory (Plan) | $69,381 |
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 | $99,327 | $86,225+15.2% | $146,647-32.3% | $86,821+14.4% |
| Participation rate | 98.3% | 78.0%+20.4pp | 80.1%+18.3pp | 72.3%+26.1pp |
| Annual return | 13.82% | 31.23%-17.4pp | 22.75%-8.9pp | 97.94%-84.1pp |
| Employer contribution / active EE | $5,415 | $2,392+126.4% | $4,137+30.9% | $2,406+125.1% |
| Participant deferral / active EE | $5,232 | $4,245+23.3% | $5,506-5.0% | $4,132+26.6% |
| Admin fee / account holder | $344 | $195+76.1% | $10,281-96.7% | $170+102.8% |