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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $6,879 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $4,427 |
ABG PORTFOLIO STRATEGIES, INC.3+ years Service code 16 · EIN 38-3462761 | Consulting | $3,500 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $42,882 | $155,795-72.5% | $136,298-68.5% | $69,631-38.4% |
| Participation rate | 19.7% | 75.2%-55.6pp | 81.9%-62.3pp | 70.7%-51.0pp |
| Annual return | 15.81% | 232464.33%-232448.5pp | 5156.27%-5140.5pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,696-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,906 | $5,394-64.7% | $6,247-69.5% | $3,224-40.9% |
| Admin fee / account holder | $86 | $128-33.2% | $9,244-99.1% | $110-22.5% |