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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS4 years Service code 28 · EIN 23-1707341 | Investment Management | $159,391 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $62,047 |
COMERICA BANK5+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $19,667 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 15.86% | 15.61%+0.3pp | 20.73%-4.9pp | 53.27%-37.4pp |
| Employer contribution / active EE | $9,769 | $10,773-9.3% | $36,503-73.2% | $14,774-33.9% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |