Filed April 12, 2016
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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK3 years Filed as: COMERICA SECURITIES Service code 27 455 CAPITOL MALL, SUITE 400 · SACRAMENTO, CA 45014 | Advisory (Plan) | $34,239 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SERVIC Service code 15 · EIN 01-0233346 | Recordkeeping | $22,255 |
KSJG, LLP5+ years Filed as: KSJG Service code 10 · EIN 95-3322166 | Accounting | $9,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,373 | $47,648+62.4% | $130,648-40.8% | $67,579+14.5% |
| Participation rate | 48.1% | 60.4%-12.3pp | 71.7%-23.7pp | 71.3%-23.2pp |
| Annual return | 21.83% | 25.73%-3.9pp | 1708.96%-1687.1pp | 378.56%-356.7pp |
| Employer contribution / active EE | $398 | $1,408-71.7% | $4,092-90.3% | $2,148-81.5% |
| Participant deferral / active EE | $4,939 | $2,616+88.8% | $3,603+37.1% | $3,539+39.6% |
| Admin fee / account holder | $283 | $105+169.1% | $5,464-94.8% | $142+98.6% |