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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP3+ years Service code 21 · EIN 04-2659023 | Bank Trustee | $62,398 |
COMERICA BANK3+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $4,641 |
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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 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | 6.52% | -2.89%+9.4pp | -102.04%+108.6pp | 10.56%-4.0pp |
| Employer contribution / active EE | $28,252 | $14,715+92.0% | $36,232-22.0% | $13,643+107.1% |
| Participant deferral / active EE | $0 | $46-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |