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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC1+ years Filed as: ABD RETIREMENT SERVICES, IINC. Service code 16 | Consulting | $73,911 |
Service code 12 · EIN 13-3689044 | Participant loan processing; Direct p... | $59,485 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $5,355 |
ABD RETIREMENT SERVICES INC1+ years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 3 WATERS PARK DR · SAN MATEO, CA 94403 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,869 | $35,135-12.1% | $85,969-64.1% | $59,188-47.8% |
| Participation rate | 100.0% | 50.0%+50.0pp | 76.5%+23.5pp | 69.4%+30.6pp |
| Annual return | 0.44% | 11.01%-10.6pp | 9.32%-8.9pp | 5.51%-5.1pp |
| Employer contribution / active EE | $2,158 | $764+182.4% | $3,474-37.9% | $2,098+2.9% |
| Participant deferral / active EE | $5,136 | $1,349+280.8% | $3,829+34.1% | $3,265+57.3% |
| Admin fee / account holder | $41 | $152-73.1% | $6,053-99.3% | $92-55.8% |