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 GROUP5+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $4,230 |
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.
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 | $16,461 | $26,479-37.8% | $74,719-78.0% | $77,775-78.8% |
| Participation rate | 5.0% | 37.6%-32.6pp | 54.5%-49.4pp | 73.2%-68.2pp |
| Annual return | 25.94% | 38.31%-12.4pp | 753.05%-727.1pp | 32.58%-6.6pp |
| Employer contribution / active EE | $96 | $440-78.2% | $1,084-91.1% | $2,504-96.2% |
| Participant deferral / active EE | $166 | $1,074-84.5% | $1,963-91.5% | $3,966-95.8% |
| Admin fee / account holder | $60 | $119-49.9% | $3,334-98.2% | $100-40.5% |