Filed November 17, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC1+ years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 · EIN 80-0833114 | Consulting | $15,000 |
GALLINA LLP1+ years Filed as: GALLINA, LLP Service code 10 · EIN 94-2147510 | Accounting | $15,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 10 · EIN 22-1211670 | Accounting | $2,460 |
QDRO CONSULTANTS COMPANY, LLC1+ years Filed as: QDRO CONSULTANTS CO, LLC Service code 14 · EIN 34-1820650 | Plan Administrator | $300 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $165,739 | $57,921+186.1% | $84,753+95.6% | $57,661+187.4% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | -0.79% | 10.24%-11.0pp | 22.78%-23.6pp | 5.13%-5.9pp |
| Employer contribution / active EE | $1,696 | $2,598-34.7% | $3,574-52.6% | $1,974-14.1% |
| Participant deferral / active EE | $6,892 | $2,742+151.3% | $3,712+85.7% | $3,061+125.2% |
| Admin fee / account holder | $49 | $130-62.4% | $5,333-99.1% | $95-48.4% |