Filed July 6, 2016 (most recent of 4 filings on file)
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC4 years Filed as: ABD RETIREMENT SERVICES, INC. Service code 16 · EIN 80-0833114 | Consulting | $58,588 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,238 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,247 | $111,491+32.1% | $189,537-22.3% | $86,821+69.6% |
| Participation rate | 88.3% | 87.3%+1.0pp | 87.8%+0.5pp | 72.3%+16.0pp |
| Annual return | 10.43% | 83.50%-73.1pp | 555.34%-544.9pp | 97.94%-87.5pp |
| Employer contribution / active EE | $3,520 | $3,951-10.9% | $6,161-42.9% | $2,406+46.3% |
| Participant deferral / active EE | $6,760 | $6,437+5.0% | $8,220-17.8% | $4,132+63.6% |
| Admin fee / account holder | $262 | $189+38.8% | $12,048-97.8% | $170+54.4% |