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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP1+ years Service code 21 · EIN 04-2659023 | Bank Trustee | $41,500 |
COMERICA BANK1+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $5,284 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 3.24% | 45.66%-42.4pp | 5.00%-1.8pp | 11.88%-8.6pp |
| Employer contribution / active EE | $30,902 | $9,637+220.7% | $35,918-14.0% | $14,612+111.5% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |