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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC1+ years Filed as: ABD RETIREMENT SERVICES Service code 27 · EIN 80-0833114 | Advisory (Plan) | $35,285 |
FINANCIAL TELESIS1+ years Filed as: FINANCIAL TELESIS INC. Service code 27 · EIN 68-0279977 | Advisory (Plan) | $24,000 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $18,375 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$110,396 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $109,776 | $86,791+26.5% | $115,038-4.6% | $59,188+85.5% |
| Participation rate | 86.3% | 72.8%+13.5pp | 81.4%+5.0pp | 69.4%+16.9pp |
| Annual return | 1.18% | 4.44%-3.3pp | 26.14%-25.0pp | 5.51%-4.3pp |
| Employer contribution / active EE | $1,169 | $2,950-60.4% | $4,608-74.6% | $2,098-44.3% |
| Participant deferral / active EE | $11,891 | $5,298+124.5% | $6,026+97.3% | $3,265+264.2% |
| Admin fee / account holder | $18 | $95-80.8% | $8,175-99.8% | $92-80.2% |