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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP4+ years Service code 21 · EIN 04-2659023 | Bank Trustee | $41,815 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $4,734 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $186,381-100.0% | $428,620-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 28.2%-28.2pp | 46.0%-46.0pp | 13.0%-13.0pp |
| Annual return | 3.24% | 12.39%-9.1pp | 20.73%-17.5pp | 13.59%-10.3pp |
| Employer contribution / active EE | $30,783 | $14,456+112.9% | $36,503-15.7% | $14,592+111.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,031-100.0% | $7,495-100.0% | $29,657-100.0% |