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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC4+ years Service code 55 · EIN 80-0833114 | Other Commissions | $42,935 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,904 |
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 | $70,228 | $48,261+45.5% | $68,793+2.1% | $55,725+26.0% |
| Participation rate | 61.9% | 71.0%-9.1pp | 72.2%-10.3pp | 70.9%-8.9pp |
| Annual return | -5.34% | -2.61%-2.7pp | -4.63%-0.7pp | 244.93%-250.3pp |
| Employer contribution / active EE | $1,832 | $1,742+5.1% | $2,625-30.2% | $2,078-11.9% |
| Participant deferral / active EE | $4,327 | $2,712+59.6% | $3,311+30.7% | $3,356+28.9% |
| Admin fee / account holder | $14 | $126-88.9% | $5,131-99.7% | $115-87.9% |