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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP5+ years Service code 21 · EIN 04-2659023 | Bank Trustee | $41,500 |
COMERICA BANK5+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $4,626 |
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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 | $68,025-100.0% | $220,428-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 38.3%-38.3pp | 43.5%-43.5pp | 13.5%-13.5pp |
| Annual return | 4.61% | 9.03%-4.4pp | 90.61%-86.0pp | 9.29%-4.7pp |
| Employer contribution / active EE | $35,307 | $14,065+151.0% | $32,730+7.9% | $15,168+132.8% |
| Participant deferral / active EE | $0 | $19-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $1,029-100.0% | $12,805-100.0% | $2,037-100.0% |