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| Provider | Service type | Compensation |
|---|---|---|
BUSINESS APPRAISAL SERVICES, LLC1+ years Service code 34 · EIN 20-1218923 | Valuation (appraisals, etc.) | $13,115 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $12,495 |
PLANTE & MORAN, PLLC1+ years Service code 10 · EIN 38-1359751 | Accounting | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,513 | $50,464+12.0% | $75,784-25.4% | $52,331+8.0% |
| Participation rate | 99.2% | 66.8%+32.4pp | 75.8%+23.3pp | 68.1%+31.1pp |
| Annual return | -13.91% | 1.03%-14.9pp | 9.68%-23.6pp | 4.54%-18.5pp |
| Employer contribution / active EE | $5,830 | $1,988+193.2% | $3,323+75.4% | $1,882+209.8% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $136 | $1,103-87.7% | $5,300-97.4% | $592-77.1% |