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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $26,092 |
ABG PORTFOLIO STRATEGIES, INC.1+ years Service code 16 · EIN 38-3462761 | Consulting | $8,155 |
Filed as: FIDELITY TRUST COMPANY Service code 17 · EIN 04-3511550 | Pension Consulting | $1,806 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,607 | $88,324-90.3% | $115,037-92.5% | $55,191-84.4% |
| Participation rate | 87.5% | 72.5%+14.9pp | 81.4%+6.1pp | 69.2%+18.3pp |
| Annual return | -1.92% | 6.30%-8.2pp | 26.14%-28.1pp | 10.78%-12.7pp |
| Employer contribution / active EE | $1,039 | $2,805-63.0% | $4,608-77.5% | $1,899-45.3% |
| Participant deferral / active EE | $1,634 | $5,042-67.6% | $6,026-72.9% | $3,046-46.3% |
| Admin fee / account holder | $124 | $105+17.6% | $8,175-98.5% | $91+36.5% |