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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC4+ years Filed as: ABD RETIREMENT SERVICES Service code 27 · EIN 80-0833114 | Advisory (Plan) | $94,424 |
MOSS ADAMS LLP1 year Filed as: MOSS-ADAMS LLP Service code 10 · EIN 91-0189318 | Accounting | $21,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,701 |
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 | $131,049 | $83,812+56.4% | $123,553+6.1% | $68,904+90.2% |
| Participation rate | 91.0% | 77.0%+14.0pp | 82.3%+8.7pp | 74.1%+16.9pp |
| Annual return | -3.75% | 0.60%-4.3pp | 119.21%-123.0pp | 1.07%-4.8pp |
| Employer contribution / active EE | $5,189 | $2,924+77.4% | $4,628+12.1% | $2,540+104.3% |
| Participant deferral / active EE | $15,635 | $5,609+178.7% | $6,426+143.3% | $4,015+289.4% |
| Admin fee / account holder | $29 | $65-55.0% | $9,284-99.7% | $71-59.0% |