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| 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 | $89,465+16.5% | $165,071-36.8% | $77,736+34.1% |
| Participation rate | 97.9% | 78.6%+19.2pp | 78.6%+19.2pp | 70.6%+27.3pp |
| Annual return | 13.83% | 28.86%-15.0pp | 70.17%-56.3pp | 31.26%-17.4pp |
| Employer contribution / active EE | $6,173 | $2,565+140.7% | $4,347+42.0% | $2,728+126.3% |
| Participant deferral / active EE | $6,281 | $4,904+28.1% | $6,035+4.1% | $4,651+35.1% |
| Admin fee / account holder | $363 | $340+6.9% | $12,695-97.1% | $433-16.2% |