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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LAYTON & RICHARDSON, P.C Service code 10 · EIN 38-2024865 | Accounting | $11,400 |
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $10,436 |
TAYLOR & MORGAN ASSET MANAGEMENT3+ years Service code 28 · EIN 27-3223635 | Investment Management | $7,770 |
TD AMERITRADE, INC.3+ years Filed as: TD AMERITRADE Service code 15 · EIN 20-0937408 | Recordkeeping | $1,268 |
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,455 | $51,466-66.1% | $78,778-77.8% | $62,293-72.0% |
| Participation rate | 80.4% | 59.8%+20.6pp | 69.2%+11.2pp | 69.5%+10.9pp |
| Annual return | 21.94% | 19.96%+2.0pp | 35.62%-13.7pp | 28.90%-7.0pp |
| Employer contribution / active EE | $217 | $827-73.7% | $1,986-89.1% | $2,042-89.4% |
| Participant deferral / active EE | $339 | $2,147-84.2% | $2,958-88.5% | $3,169-89.3% |
| Admin fee / account holder | $262 | $489-46.5% | $5,134-94.9% | $479-45.4% |