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| Provider | Service type | Compensation |
|---|---|---|
ALLIANCE BENEFIT GROUP4+ years Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $6,321 |
ABG PORTFOLIO STRATEGIES, INC.4+ years Service code 16 · EIN 38-3462761 | Consulting | $4,837 |
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.)
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 | $52,108 | $28,109+85.4% | $71,086-26.7% | $56,287-7.4% |
| Participation rate | 24.4% | 40.4%-16.0pp | 54.7%-30.3pp | 69.9%-45.5pp |
| Annual return | -6.23% | -615.05%+608.8pp | 650.59%-656.8pp | -9.96%+3.7pp |
| Employer contribution / active EE | $125 | $558-77.6% | $1,088-88.5% | $2,111-94.1% |
| Participant deferral / active EE | $1,141 | $1,116+2.2% | $1,874-39.1% | $3,350-66.0% |
| Admin fee / account holder | $343 | $585-41.4% | $3,082-88.9% | $521-34.2% |