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| Provider | Service type | Compensation |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.2+ years Service code 16 · EIN 38-3462761 | Consulting | $15,894 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $6,516 |
ROBERT J ECKHARDT & CO PC2+ years Service code 10 · EIN 11-2509820 | Accounting | $0 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,776 | $60,165+11.0% | $74,184-10.0% | $55,167+21.0% |
| Participation rate | 61.5% | 74.2%-12.6pp | 76.6%-15.1pp | 69.0%-7.5pp |
| Annual return | 7.68% | 10.00%-2.3pp | 17.74%-10.1pp | 169.23%-161.5pp |
| Employer contribution / active EE | $149 | $1,600-90.7% | $2,370-93.7% | $1,963-92.4% |
| Participant deferral / active EE | $2,884 | $2,973-3.0% | $3,550-18.7% | $3,054-5.6% |
| Admin fee / account holder | $370 | $419-11.8% | $5,586-93.4% | $504-26.6% |