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| Provider | Service type | Compensation |
|---|---|---|
ABACUS BENEFIT CONSULTANTS INC1+ years Filed as: ABACUS BENEFIT CONSULTANTS Service code 15 · EIN 05-0460654 | Recordkeeping | $0 |
Service code 27 310 GRANT STREET SUITE 802 · PITTSBURGH, PA 15219 | Advisory (Plan) | $0 |
Filed as: MCLEAN,KOEHLER, SPARKS & HAMMOND Service code 10 11311 MCCORMICK ROAD · HUNT VALLEY, MD 21031 | Accounting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $146,730 | $70,002+109.6% | $115,038+27.5% | $52,331+180.4% |
| Participation rate | 97.8% | 72.1%+25.7pp | 81.4%+16.5pp | 68.1%+29.7pp |
| Annual return | -0.40% | 4.04%-4.4pp | 26.14%-26.5pp | 4.54%-4.9pp |
| Employer contribution / active EE | $8,394 | $2,715+209.2% | $4,608+82.2% | $1,882+346.1% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $590 | $566+4.2% | $8,175-92.8% | $592-0.3% |