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| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC2 years Filed as: ABD RETIREMENT SERVICES INC. Service code 26 450 SANSOME STREET · SAN FRANCISCO, CA 94111 | Advisory (Participants) | $10,645 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,820 | $58,927+1.5% | $76,817-22.1% | $72,985-18.0% |
| Participation rate | 62.2% | 67.3%-5.1pp | 72.1%-9.8pp | 69.5%-7.2pp |
| Annual return | 24.60% | 2305.64%-2281.0pp | 1166.11%-1141.5pp | 81.00%-56.4pp |
| Employer contribution / active EE | $337 | $1,787-81.1% | $2,302-85.3% | $2,440-86.2% |
| Participant deferral / active EE | $3,476 | $2,690+29.2% | $3,336+4.2% | $3,607-3.7% |
| Admin fee / account holder | $141 | $4,013-96.5% | $6,420-97.8% | $5,124-97.2% |