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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $36,281 |
Filed as: ABG RETIREMENT PLAN SERVICES Service code 15 · EIN 37-0899315 | Recordkeeping | $12,489 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,251 | $73,638+89.1% | $95,956+45.1% | $73,493+89.5% |
| Participation rate | 93.6% | 76.2%+17.5pp | 77.1%+16.6pp | 70.7%+22.9pp |
| Annual return | 13.09% | 16.78%-3.7pp | 91.63%-78.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $3,313 | $1,863+77.8% | $2,541+30.4% | $2,270+45.9% |
| Participant deferral / active EE | $3,767 | $3,617+4.2% | $4,167-9.6% | $3,740+0.7% |
| Admin fee / account holder | $299 | $482-37.9% | $6,797-95.6% | $513-41.7% |