Filed October 29, 2020
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ABG PORTFOLIO STRATEGIES, INC.2+ years Service code 27 · EIN 38-3462761 | Advisory (Plan) | $60,216 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF MICHIGAN Service code 11 · EIN 38-2738460 | Actuarial | $18,750 |
T&C SERVICE ENTERPRISES, LLC2+ years Service code 27 · EIN 47-1189249 | Advisory (Plan) | $12,492 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $11,411 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Shareholder servicing fees; Direct pa... | $6,419 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 4.17% | 5.68%-1.5pp | 4.74%-0.6pp | 4.56%-0.4pp |
| Employer contribution / active EE | $0 | $16,243-100.0% | $36,089-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |