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| Provider | Service type | Compensation |
|---|---|---|
ARONSON LLC3 years Filed as: ARONSON, LLC Service code 10 | Accounting | $5,750 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RET. PLAN SVCS Service code 64 | Recordkeeping Fees | $959 |
ABACUS BENEFIT CONSULTANTS INC6+ years Filed as: ABACUS BENEFIT CONSULTANTS Service code 13 · EIN 05-0460654 55 STAMP FARM ROAD · CRANSTON, RI 02921 | Contract Administrator | $831 |
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 | $36,793 | $66,124-44.4% | $90,461-59.3% | $73,497-49.9% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 19.29% | 17.65%+1.6pp | 1294.76%-1275.5pp | 28.51%-9.2pp |
| Employer contribution / active EE | $2,626 | $2,346+11.9% | $3,264-19.5% | $2,270+15.7% |
| Participant deferral / active EE | $3,587 | $3,039+18.0% | $3,964-9.5% | $3,740-4.1% |
| Admin fee / account holder | $32 | $396-91.9% | $5,617-99.4% | $513-93.8% |