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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC1+ years Filed as: ABD RETIREMENT SERVICES Service code 99 · EIN 80-0833114 | Other Fees | $6,948 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,686 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,871 | $61,214-54.5% | $83,327-66.6% | $56,289-50.5% |
| Participation rate | 58.5% | 72.6%-14.1pp | 77.8%-19.2pp | 69.9%-11.3pp |
| Annual return | 0.00% | 0.42%-0.4pp | 10.64%-10.6pp | -9.96%+10.0pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,979 | $5,091+37.1% | $5,565+25.4% | $3,350+108.3% |
| Admin fee / account holder | $37 | $512-92.7% | $7,540-99.5% | $521-92.8% |