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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $40,636 |
ABD RETIREMENT SERVICES INC2 years Filed as: ABD RETIREMENT SERVICES, INC. Service code 22 · EIN 27-0673528 | Insurance Broker | $21,218 |
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 | $43,826 | $86,332-49.2% | $125,180-65.0% | $65,185-32.8% |
| Participation rate | 99.1% | 75.3%+23.8pp | 79.8%+19.3pp | 70.2%+28.9pp |
| Annual return | 19.02% | 27.43%-8.4pp | 43.79%-24.8pp | 29.38%-10.4pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,982 | $3,537-15.7% | $4,937-39.6% | $3,514-15.1% |
| Admin fee / account holder | $254 | $609-58.3% | $9,703-97.4% | $847-70.0% |