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| Provider | Service type | Compensation |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.4+ years Service code 16 · EIN 38-3462761 | Consulting | $19,357 |
BBD, LLP2 years Service code 10 · EIN 23-2896692 | Accounting | $8,250 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $6,232 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $4,720 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $66,359 | $59,186+12.1% | $76,768-13.6% | $56,287+17.9% |
| Participation rate | 72.7% | 75.2%-2.6pp | 77.0%-4.3pp | 69.9%+2.8pp |
| Annual return | -5.39% | 6.62%-12.0pp | 2.43%-7.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $337 | $1,759-80.9% | $2,485-86.5% | $2,111-84.1% |
| Participant deferral / active EE | $3,880 | $3,255+19.2% | $3,852+0.7% | $3,350+15.8% |
| Admin fee / account holder | $338 | $489-30.8% | $6,675-94.9% | $521-35.1% |