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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $30,254 |
ABG PORTFOLIO STRATEGIES, INC.5+ years Service code 16 · EIN 38-3462761 | Consulting | $22,500 |
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 | $86,328 | $88,122-2.0% | $141,197-38.9% | $67,582+27.7% |
| Participation rate | 99.6% | 76.5%+23.2pp | 82.5%+17.2pp | 71.3%+28.4pp |
| Annual return | 24.77% | 75.40%-50.6pp | 71.41%-46.6pp | 378.57%-353.8pp |
| Employer contribution / active EE | $4,146 | $3,224+28.6% | $4,736-12.5% | $2,148+93.0% |
| Participant deferral / active EE | $9,203 | $5,958+54.5% | $6,710+37.1% | $3,539+160.0% |
| Admin fee / account holder | $163 | $131+24.8% | $10,265-98.4% | $142+14.8% |