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| Provider | Service type | Compensation |
|---|---|---|
BUSINESS APPRAISAL SERVICES, LLC2+ years Service code 34 · EIN 20-1218923 | Valuation (appraisals, etc.) | $13,651 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $13,140 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1359751 | Accounting | $11,526 |
Service code 29 · EIN 38-1904703 | Legal | $5,149 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,049 | $57,921+0.2% | $84,753-31.5% | $57,658+0.7% |
| Participation rate | 99.2% | 72.9%+26.3pp | 76.6%+22.6pp | 70.2%+29.0pp |
| Annual return | 7.82% | 10.24%-2.4pp | 22.78%-15.0pp | 5.13%+2.7pp |
| Employer contribution / active EE | $7,284 | $2,598+180.3% | $3,574+103.8% | $1,974+269.1% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $158 | $130+21.8% | $5,333-97.0% | $95+67.1% |