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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF MICHIGAN Service code 15 · EIN 38-2738460 30100 TELEGRAPH · BINGHAM FARMS, MI 48025 | Recordkeeping | $20,971 |
IANNUZZI MANETTA & CO1+ years Filed as: IANNUZZI, MANETTA & COMPANY P.C. Service code 16 · EIN 38-3145137 1175 W. LONG LAKE ROAD · TROY, MI 48098 | Consulting | $9,372 |
ABG PORTFOLIO STRATEGIES, INC.1+ years Service code 16 · EIN 38-3462761 30100 TELEGRAPH ROAD · BINGHAM FARMS, MI 48025 | Consulting | $7,181 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $15,914 | $50,464-68.5% | $75,784-79.0% | $52,331-69.6% |
| Participation rate | 81.0% | 66.8%+14.3pp | 75.8%+5.2pp | 68.1%+12.9pp |
| Annual return | -2.82% | 1.03%-3.9pp | 9.68%-12.5pp | 4.54%-7.4pp |
| Employer contribution / active EE | $4,431 | $1,988+122.9% | $3,323+33.3% | $1,882+135.5% |
| Participant deferral / active EE | $951 | $2,570-63.0% | $3,652-74.0% | $3,022-68.5% |
| Admin fee / account holder | $368 | $1,103-66.6% | $5,300-93.1% | $592-37.8% |