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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK4 years Service code 21 · EIN 42-1741646 | Bank Trustee | $101,358 |
AETNA LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 06-6033492 | Contract Administrator | $8,166 |
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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 | $93,040-100.0% | $148,078-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.7%-43.7pp |
| Annual return | 5.82% | 3.77%+2.1pp | 6.70%-0.9pp | 13.05%-7.2pp |
| Employer contribution / active EE | $40,400 | $35,747+13.0% | $25,217+60.2% | $37,664+7.3% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,365-100.0% |