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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $283,000 |
ABD RETIREMENT SERVICES INC6+ years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $74,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,339 | $93,223-50.3% | $90,468-48.8% | $93,223-50.3% |
| Participation rate | 59.1% | 74.9%-15.8pp | 72.7%-13.6pp | 74.9%-15.8pp |
| Annual return | 24.93% | 19.29%+5.6pp | 1294.94%-1270.0pp | 19.29%+5.6pp |
| Employer contribution / active EE | $350 | $2,680-86.9% | $3,264-89.3% | $2,680-86.9% |
| Participant deferral / active EE | $2,645 | $4,563-42.0% | $3,964-33.3% | $4,563-42.0% |
| Admin fee / account holder | $57 | $79-28.2% | $5,614-99.0% | $79-28.2% |