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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $44,089 |
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 | $100,363 | $59,186+69.6% | $76,768+30.7% | $56,287+78.3% |
| Participation rate | 98.7% | 75.2%+23.5pp | 77.0%+21.7pp | 69.9%+28.8pp |
| Annual return | -4.39% | 6.62%-11.0pp | 2.43%-6.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $2,835 | $1,759+61.2% | $2,485+14.1% | $2,111+34.3% |
| Participant deferral / active EE | $3,538 | $3,255+8.7% | $3,852-8.2% | $3,350+5.6% |
| Admin fee / account holder | $264 | $489-46.0% | $6,675-96.0% | $521-49.3% |