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 16 · EIN 38-3462761 | Consulting | $29,154 |
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $20,627 |
TJM WEALTH INTEGRATED MANAGEMENT2+ years Service code 99 · EIN 61-1572804 | Other Fees | $9,827 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 15 · EIN 42-1558009 | Recordkeeping | $6,330 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $98,941 | $87,834+12.6% | $133,975-26.2% | $62,881+57.3% |
| Participation rate | 93.1% | 83.4%+9.7pp | 87.1%+6.0pp | 69.3%+23.8pp |
| Annual return | 8.16% | 12.05%-3.9pp | 29.29%-21.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,675 | $3,482-23.2% | $5,211-48.7% | $2,281+17.3% |
| Participant deferral / active EE | $6,515 | $4,812+35.4% | $6,282+3.7% | $3,203+103.4% |
| Admin fee / account holder | $605 | $5,372-88.7% | $9,324-93.5% | $4,296-85.9% |