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 | $44,580 |
ABD RETIREMENT SERVICES INC6 years Filed as: ABD RETIREMENT SERVICES, INC. Service code 27 · EIN 80-0833114 | Advisory (Plan) | $25,265 |
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 | $135,343 | $100,272+35.0% | $170,057-20.4% | $74,473+81.7% |
| Participation rate | 96.6% | 87.4%+9.3pp | 87.0%+9.6pp | 70.7%+25.9pp |
| Annual return | 16.73% | 66.12%-49.4pp | 53.42%-36.7pp | 34.36%-17.6pp |
| Employer contribution / active EE | $4,247 | $4,266-0.4% | $6,790-37.5% | $2,638+61.0% |
| Participant deferral / active EE | $8,146 | $7,147+14.0% | $10,411-21.8% | $4,530+79.8% |
| Admin fee / account holder | $160 | $235-31.7% | $12,826-98.7% | $347-53.8% |