Filed February 27, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABD RETIREMENT SERVICE, INC Service code 16 · EIN 80-0833114 | Consulting | $122,050 |
MOSS ADAMS LLP3+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $19,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$70,078 |
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 | $148,632 | $88,730+67.5% | $82,312+80.6% | $77,958+90.7% |
| Participation rate | 92.0% | 84.5%+7.5pp | 76.9%+15.1pp | 71.6%+20.3pp |
| Annual return | 17.96% | 20.88%-2.9pp | 25.88%-7.9pp | 20.87%-2.9pp |
| Employer contribution / active EE | $5,850 | $2,758+112.1% | $2,428+140.9% | $2,310+153.2% |
| Participant deferral / active EE | $12,848 | $4,634+177.2% | $3,706+246.7% | $3,537+263.3% |
| Admin fee / account holder | $27 | $74-64.1% | $5,608-99.5% | $97-72.7% |