Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP3+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $4,353 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,252 | $25,165-71.2% | $73,550-90.1% | $77,958-90.7% |
| Participation rate | 3.9% | 36.6%-32.7pp | 54.9%-51.0pp | 71.6%-67.7pp |
| Annual return | 44.80% | 18.12%+26.7pp | -15.16%+60.0pp | 20.87%+23.9pp |
| Employer contribution / active EE | $50 | $395-87.4% | $1,219-95.9% | $2,310-97.9% |
| Participant deferral / active EE | $87 | $898-90.3% | $1,804-95.2% | $3,537-97.5% |
| Admin fee / account holder | $56 | $76-26.3% | $2,320-97.6% | $97-42.7% |