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| Provider | Service type | Compensation |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.2+ years Service code 16 · EIN 38-3462761 | Consulting | $12,503 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $10,925 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $2,963 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,545 | $46,732-34.6% | $156,551-80.5% | $55,167-44.6% |
| Participation rate | 66.2% | 65.8%+0.4pp | 84.0%-17.8pp | 69.0%-2.8pp |
| Annual return | 63.07% | 17.72%+45.4pp | 32.23%+30.8pp | 169.23%-106.2pp |
| Employer contribution / active EE | $546 | $2,105-74.1% | $5,501-90.1% | $1,963-72.2% |
| Participant deferral / active EE | $2,005 | $2,204-9.0% | $4,871-58.8% | $3,054-34.4% |
| Admin fee / account holder | $148 | $418-64.6% | $13,028-98.9% | $504-70.6% |