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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $14,380 |
BUSINESS APPRAISAL SERVICES, LLC3+ years Service code 34 · EIN 20-1218923 | Valuation (appraisals, etc.) | $14,148 |
FOSTER SWIFT COLLINS & SMITH2 years Service code 29 · EIN 38-1904703 | Legal | $1,290 |
PLANTE & MORAN, PLLC3+ years Service code 10 · EIN 38-1359751 | Accounting | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,816 | $60,545+5.4% | $92,240-30.8% | $69,631-8.4% |
| Participation rate | 96.9% | 72.2%+24.7pp | 76.5%+20.4pp | 70.7%+26.2pp |
| Annual return | 14.30% | 19.71%-5.4pp | 176.29%-162.0pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $6,836 | $2,633+159.6% | $3,680+85.8% | $2,032+236.4% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $95 | $145-34.2% | $5,194-98.2% | $110-13.7% |