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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $40,940 |
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE & MORAN FINANCIAL ADVISORS Service code 10 · EIN 38-3123123 | Accounting | $26,390 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $6,419 |
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 | $27,360 | $88,122-69.0% | $141,191-80.6% | $67,579-59.5% |
| Participation rate | 83.5% | 76.5%+7.1pp | 82.5%+1.1pp | 71.3%+12.3pp |
| Annual return | 23.93% | 75.40%-51.5pp | 71.41%-47.5pp | 378.56%-354.6pp |
| Employer contribution / active EE | $1,116 | $3,224-65.4% | $4,736-76.4% | $2,148-48.0% |
| Participant deferral / active EE | $3,332 | $5,958-44.1% | $6,710-50.3% | $3,539-5.9% |
| Admin fee / account holder | $195 | $131+48.7% | $10,264-98.1% | $142+36.8% |