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| Provider | Service type | Compensation |
|---|---|---|
ABBEY STREET LLC2 years Filed as: ABBEY STREET Service code 17 775 PRAIRIE CENTER DRIVE · EDEN PRAIRIE, MN 55344 | Pension Consulting | $25,903 |
Service code 28 · EIN 41-0417830 | Investment Management | $1,135 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,652 | $91,536-42.5% | $130,062-59.5% | $75,177-30.0% |
| Participation rate | 96.7% | 71.5%+25.3pp | 78.5%+18.2pp | 67.2%+29.5pp |
| Annual return | 19.51% | -631.62%+651.1pp | -137.37%+156.9pp | 160.75%-141.2pp |
| Employer contribution / active EE | $3,206 | $2,845+12.7% | $4,322-25.8% | $2,671+20.0% |
| Participant deferral / active EE | $9,826 | $4,343+126.2% | $5,821+68.8% | $4,126+138.1% |
| Admin fee / account holder | $189 | $6,780-97.2% | $10,601-98.2% | $5,651-96.7% |