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| Provider | Service type | Compensation |
|---|---|---|
ABACUS BENEFIT CONSULTANTS INC2+ years Filed as: ABACUS BENEFIT CONSULTANTS Service code 13 · EIN 05-0460654 55 STAMP FARM ROAD · CRANSTON, RI 02921 | Contract Administrator | $663 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MGMT CO, INC. Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $600 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 55 7700 WISCONSIN AVE, SUITE 300 · BETHESDA, MD 208143528 | Other Commissions | $0 |
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 | $21,712 | $43,423-50.0% | $78,676-72.4% | $55,167-60.6% |
| Participation rate | 97.3% | 68.0%+29.3pp | 73.6%+23.8pp | 69.0%+28.3pp |
| Annual return | 7.31% | 11.53%-4.2pp | 62.19%-54.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $2,057 | $1,997+3.0% | $2,850-27.8% | $1,963+4.8% |
| Participant deferral / active EE | $2,602 | $2,509+3.7% | $3,517-26.0% | $3,054-14.8% |
| Admin fee / account holder | $3 | $416-99.2% | $4,510-99.9% | $504-99.3% |