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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP1+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $7,445 |
ABG PORTFOLIO STRATEGIES, INC.1+ years Service code 16 · EIN 38-3462761 | Consulting | $5,286 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,357 | $26,805+143.8% | $59,496+9.9% | $52,331+24.9% |
| Participation rate | 13.7% | 39.3%-25.6pp | 54.6%-40.9pp | 68.1%-54.4pp |
| Annual return | -1.10% | 2.61%-3.7pp | 182.05%-183.1pp | 4.54%-5.6pp |
| Employer contribution / active EE | $41 | $450-91.0% | $1,153-96.5% | $1,882-97.8% |
| Participant deferral / active EE | $471 | $916-48.6% | $1,829-74.3% | $3,022-84.4% |
| Admin fee / account holder | $442 | $305+45.0% | $2,232-80.2% | $592-25.3% |