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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC2 years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 · EIN 80-0833114 | Consulting | $30,000 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,110 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,274 |
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 | $151,865 | $46,173+228.9% | $170,435-10.9% | $69,631+118.1% |
| Participation rate | 96.8% | 63.9%+32.9pp | 83.6%+13.2pp | 70.7%+26.1pp |
| Annual return | 23.55% | 21.62%+1.9pp | 205.94%-182.4pp | 27571.02%-27547.5pp |
| Employer contribution / active EE | $7,940 | $1,610+393.3% | $5,432+46.2% | $2,032+290.7% |
| Participant deferral / active EE | $15,804 | $2,080+659.7% | $4,939+219.9% | $3,224+390.2% |
| Admin fee / account holder | $69 | $116-40.5% | $13,881-99.5% | $110-37.5% |