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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS3 years Service code 28 · EIN 23-1707341 | Investment Management | $186,043 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $47,423 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $9,860 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -6.60% | -2.48%-4.1pp | -102.04%+95.4pp | 0.19%-6.8pp |
| Employer contribution / active EE | $9,825 | $7,648+28.5% | $36,232-72.9% | $13,763-28.6% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |