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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Participan... | $99,410 |
Filed as: ABD RETIREMENT SERVICES Service code 16 | Consulting | $80,159 |
ABD RETIREMENT SERVICES INC3+ years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 3 WATERS PARK DR · SAN MATEO, CA 94403 | Consulting | $0 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $38,029 | $38,989-2.5% | $117,039-67.5% | $77,958-51.2% |
| Participation rate | 100.0% | 57.0%+43.0pp | 77.2%+22.8pp | 71.6%+28.4pp |
| Annual return | 19.14% | 20.61%-1.5pp | 18.95%+0.2pp | 20.87%-1.7pp |
| Employer contribution / active EE | $2,206 | $1,026+115.0% | $3,785-41.7% | $2,310-4.5% |
| Participant deferral / active EE | $5,572 | $1,621+243.7% | $3,929+41.8% | $3,537+57.6% |
| Admin fee / account holder | $47 | $76-37.6% | $5,974-99.2% | $97-51.6% |