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.4+ years Service code 27 · EIN 38-3462761 | Advisory (Plan) | $56,548 |
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF MICHIGAN Service code 11 · EIN 38-2738460 | Actuarial | $31,000 |
T&C SERVICE ENTERPRISES, LLC4+ years Service code 27 · EIN 47-1189249 | Advisory (Plan) | $11,985 |
CHARLES SCHWAB & CO., INC.3 years Service code 50 · EIN 94-1737782 | Direct Payment | $6,817 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 18 · EIN 42-1558009 | Trustee (directed); Custodial (other ... | $4,486 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -6.46% | -1.56%-4.9pp | -2.18%-4.3pp | 10.56%-17.0pp |
| Employer contribution / active EE | $18,902 | $15,244+24.0% | $38,751-51.2% | $13,643+38.5% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |