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| Provider | Service type | Compensation |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.1+ years Service code 16 · EIN 38-3462761 | Consulting | $10,149 |
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $8,291 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $2,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,986 | $46,360-48.3% | $147,617-83.8% | $52,331-54.2% |
| Participation rate | 60.5% | 64.9%-4.4pp | 84.6%-24.1pp | 68.1%-7.6pp |
| Annual return | -1.43% | 1.62%-3.1pp | 61.98%-63.4pp | 4.54%-6.0pp |
| Employer contribution / active EE | $584 | $2,126-72.5% | $5,564-89.5% | $1,882-68.9% |
| Participant deferral / active EE | $2,252 | $2,258-0.2% | $4,895-54.0% | $3,022-25.5% |
| Admin fee / account holder | $158 | $766-79.3% | $11,612-98.6% | $592-73.2% |