Filed July 6, 2016 (most recent of 4 filings on file)
Total covered: 7 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $51,196 |
ABD RETIREMENT SERVICES INC5 years Filed as: ABD RETIREMENT SERVICES, INC. Service code 27 · EIN 80-0833114 | Advisory (Plan) | $42,761 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,175 | $86,897+37.1% | $151,645-21.4% | $64,824+83.8% |
| Participation rate | 94.6% | 87.3%+7.3pp | 87.5%+7.1pp | 71.5%+23.1pp |
| Annual return | -17.93% | -3.57%-14.4pp | 3.34%-21.3pp | 32.84%-50.8pp |
| Employer contribution / active EE | $4,046 | $4,010+0.9% | $6,165-34.4% | $2,507+61.4% |
| Participant deferral / active EE | $7,801 | $6,690+16.6% | $8,363-6.7% | $4,311+80.9% |
| Admin fee / account holder | $215 | $153+40.5% | $11,614-98.1% | $188+14.4% |