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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP8+ years Service code 21 · EIN 04-2659023 | Bank Trustee | $41,500 |
COMERICA BANK8+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $4,169 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,118-100.0% | $250,986-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 50.6%-50.6pp | 12.4%-12.4pp |
| Annual return | 4.87% | 10.14%-5.3pp | 32.33%-27.5pp | 9.89%-5.0pp |
| Employer contribution / active EE | $50,726 | $16,236+212.4% | $33,956+49.4% | $14,313+254.4% |
| Participant deferral / active EE | $0 | $27-100.0% | $43-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $1,345-100.0% | $10,141-100.0% | $9,084-100.0% |