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| Provider | Service type | Compensation |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.1+ years Filed as: ABG CAROLINAS INC Service code 15 · EIN 13-2656306 5250 77 CENTER DRIVE, SUITE 450 · CHARLOTTE, NC 28217 | Recordkeeping | $11,410 |
Service code 15 3900 BURGESS PLACE · SOUTH BETHLEHEM, PA 18017 | Recordkeeping | $1,538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,761 | $39,458-62.6% | $60,547-75.6% | $55,191-73.3% |
| Participation rate | 42.9% | 59.6%-16.7pp | 68.0%-25.1pp | 69.2%-26.3pp |
| Annual return | 0.01% | 3.35%-3.3pp | 335.64%-335.6pp | 10.78%-10.8pp |
| Employer contribution / active EE | $215 | $1,210-82.2% | $2,419-91.1% | $1,899-88.7% |
| Participant deferral / active EE | $979 | $2,140-54.2% | $3,328-70.6% | $3,046-67.9% |
| Admin fee / account holder | $24 | $95-74.9% | $4,536-99.5% | $91-73.7% |