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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC3+ years Service code 55 · EIN 80-0833114 | Other Commissions | $40,504 |
MOSS ADAMS LLP1 year Service code 16 · EIN 91-0189318 | Consulting | $9,032 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,103 | $53,925+37.4% | $75,501-1.9% | $69,631+6.4% |
| Participation rate | 61.2% | 71.2%-10.0pp | 72.4%-11.1pp | 70.7%-9.4pp |
| Annual return | 19.34% | 17.84%+1.5pp | 27.35%-8.0pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $1,857 | $1,802+3.1% | $2,352-21.0% | $2,032-8.6% |
| Participant deferral / active EE | $4,327 | $2,569+68.4% | $3,142+37.7% | $3,224+34.2% |
| Admin fee / account holder | $27 | $97-72.2% | $5,801-99.5% | $110-75.5% |