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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP7+ years Service code 21 · EIN 04-2659023 | Bank Trustee | $41,500 |
COMERICA BANK7+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $4,627 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,530-100.0% | $270,125-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 35.7%-35.7pp | 9.9%-9.9pp |
| Annual return | -7.46% | -11.09%+3.6pp | -38.86%+31.4pp | -5.25%-2.2pp |
| Employer contribution / active EE | $40,942 | $16,800+143.7% | $37,752+8.5% | $15,161+170.0% |
| Participant deferral / active EE | $0 | $36-100.0% | $16-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $303-100.0% | $16,942-100.0% | $3,859-100.0% |