Filed November 17, 2022 (most recent of 3 filings on file)
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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 | $11,250 |
GALLINA LLP2+ years Filed as: GALLINA, LLP Service code 10 · EIN 94-2147510 | Accounting | $2,785 |
Filed as: QDRO CONSULTANTS Service code 14 · EIN 34-1820650 | Plan Administrator | $900 |
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 | $168,808 | $60,545+178.8% | $92,240+83.0% | $69,634+142.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 11.54% | 19.71%-8.2pp | 176.29%-164.8pp | 27572.26%-27560.7pp |
| Employer contribution / active EE | $1,671 | $2,633-36.5% | $3,680-54.6% | $2,032-17.8% |
| Participant deferral / active EE | $7,092 | $2,828+150.8% | $3,897+82.0% | $3,224+120.0% |
| Admin fee / account holder | $22 | $145-85.0% | $5,194-99.6% | $110-80.4% |