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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $132,176 |
ABBEY STREET LLC2 years Filed as: ABBEY STREET Service code 27 · EIN 82-4772597 | Advisory (Plan) | $70,102 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,792 | $71,142+17.8% | $119,634-30.0% | $64,824+29.3% |
| Participation rate | 92.9% | 78.6%+14.3pp | 79.3%+13.6pp | 71.5%+21.4pp |
| Annual return | -15.22% | -10.01%-5.2pp | -14.98%-0.2pp | 32.84%-48.1pp |
| Employer contribution / active EE | $6,023 | $2,497+141.2% | $4,232+42.3% | $2,507+140.2% |
| Participant deferral / active EE | $5,504 | $4,490+22.6% | $5,601-1.7% | $4,311+27.7% |
| Admin fee / account holder | $312 | $162+92.3% | $10,329-97.0% | $188+66.0% |