Filed March 24, 2017 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.4+ years Service code 16 · EIN 38-3462761 | Consulting | $45,275 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF MICHIGAN Service code 15 · EIN 38-2738460 | Recordkeeping | $37,948 |
Filed as: FIDELITY TRUST COMPANY Service code 15 · EIN 04-3511550 | Recordkeeping | $13,458 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $105,322 | $48,261+118.2% | $68,612+53.5% | $55,725+89.0% |
| Participation rate | 97.2% | 71.0%+26.2pp | 72.2%+25.0pp | 70.9%+26.4pp |
| Annual return | -4.64% | -2.61%-2.0pp | -4.63%0pp | 244.93%-249.6pp |
| Employer contribution / active EE | $2,340 | $1,742+34.3% | $2,625-10.8% | $2,078+12.6% |
| Participant deferral / active EE | $5,187 | $2,712+91.3% | $3,311+56.6% | $3,356+54.6% |
| Admin fee / account holder | $333 | $126+164.2% | $5,131-93.5% | $115+189.4% |