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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Di... | $105,705 |
Filed as: ABD RETIREMENT SERVICES INC. Service code 16 | Consulting | $82,441 |
ABD RETIREMENT SERVICES INC2+ years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 3 WATERS PARK DR · SAN MATEO, CA 94403 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $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 | $32,167 | $32,530-1.1% | $106,619-69.8% | $63,975-49.7% |
| Participation rate | 99.1% | 55.7%+43.3pp | 78.0%+21.1pp | 71.1%+27.9pp |
| Annual return | 11.89% | 8.92%+3.0pp | 9.42%+2.5pp | 48.65%-36.8pp |
| Employer contribution / active EE | $1,978 | $724+173.2% | $3,947-49.9% | $2,182-9.3% |
| Participant deferral / active EE | $4,842 | $1,383+250.0% | $3,930+23.2% | $3,356+44.3% |
| Admin fee / account holder | $39 | $61-36.8% | $6,418-99.4% | $70-45.2% |