Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.1+ years Service code 16 · EIN 38-3462761 | Consulting | $15,392 |
ROBERT J ECKHARDT & CO PC1+ years Service code 10 · EIN 11-2509820 | Accounting | $7,875 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $5,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,343 | $54,320+29.5% | $67,652+4.0% | $52,331+34.4% |
| Participation rate | 50.0% | 73.6%-23.6pp | 75.7%-25.7pp | 68.1%-18.1pp |
| Annual return | -1.65% | 6.81%-8.5pp | 6625.40%-6627.0pp | 4.54%-6.2pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,758 | $2,950-6.5% | $3,560-22.5% | $3,022-8.7% |
| Admin fee / account holder | $416 | $527-21.1% | $4,821-91.4% | $592-29.7% |