Filed November 17, 2022 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $115,430 |
ABD RETIREMENT SERVICES INC9+ years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 · EIN 80-0833114 | Consulting | $13,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,004 | $241,850-40.0% | $102,437+41.6% | $200,096-27.5% |
| Participation rate | 45.3% | 78.3%-33.0pp | 74.5%-29.2pp | 72.0%-26.7pp |
| Annual return | 17.56% | 17.67%-0.1pp | 24.95%-7.4pp | 34.26%-16.7pp |
| Employer contribution / active EE | $1,098 | $4,253-74.2% | $3,871-71.6% | $3,038-63.9% |
| Participant deferral / active EE | $4,380 | $3,961+10.6% | $5,060-13.4% | $5,090-13.9% |
| Admin fee / account holder | $83 | $288-71.2% | $8,388-99.0% | $269-69.2% |