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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP2+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $5,796 |
ABG PORTFOLIO STRATEGIES, INC.2+ years Service code 16 · EIN 38-3462761 | Consulting | $3,751 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $46,610 | $25,723+81.2% | $69,182-32.6% | $55,167-15.5% |
| Participation rate | 22.3% | 39.4%-17.1pp | 55.1%-32.8pp | 69.0%-46.7pp |
| Annual return | 3.73% | 9.56%-5.8pp | -21.93%+25.7pp | 169.23%-165.5pp |
| Employer contribution / active EE | $96 | $480-80.0% | $1,206-92.0% | $1,963-95.1% |
| Participant deferral / active EE | $689 | $963-28.4% | $1,897-63.7% | $3,054-77.4% |
| Admin fee / account holder | $334 | $365-8.3% | $2,697-87.6% | $504-33.6% |