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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF MICHIGAN Service code 15 · EIN 38-2738460 | Recordkeeping | $4,054 |
Filed as: ABG PORTOLIO STRATEGIES, INC. Service code 16 · EIN 38-3462761 | Consulting | $1,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,736 | $66,310-65.7% | $93,606-75.7% | $65,185-65.1% |
| Participation rate | 69.6% | 74.0%-4.4pp | 75.8%-6.2pp | 70.2%-0.6pp |
| Annual return | 6.19% | 42.58%-36.4pp | 32.76%-26.6pp | 29.38%-23.2pp |
| Employer contribution / active EE | $1,092 | $2,012-45.7% | $2,718-59.8% | $2,177-49.8% |
| Participant deferral / active EE | $2,424 | $3,342-27.5% | $4,069-40.4% | $3,514-31.0% |
| Admin fee / account holder | $63 | $6,897-99.1% | $7,888-99.2% | $847-92.6% |