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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $18,150 |
ABG PORTFOLIO STRATEGIES, INC.4+ years Filed as: ABG PORTFOLIO STRAGEGIES, INC. Service code 16 · EIN 38-3462761 | Consulting | $4,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.)
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 | $30,992 | $34,242-9.5% | $76,518-59.5% | $75,289-58.8% |
| Participation rate | 1.6% | 43.9%-42.3pp | 68.0%-66.4pp | 72.4%-70.9pp |
| Annual return | -6.19% | -0.98%-5.2pp | -0.27%-5.9pp | -0.04%-6.1pp |
| Employer contribution / active EE | $0 | $975-100.0% | $2,647-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $42 | $1,872-97.8% | $3,836-98.9% | $3,739-98.9% |
| Admin fee / account holder | $436 | $112+289.9% | $4,849-91.0% | $102+326.6% |