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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY Service code 13 · EIN 20-8764829 6805 MORRISON BLVD., SUITE 400 · CHARLOTTE, NC 28211 | Contract Administrator | $71,309 |
COMERICA BANK2 years Filed as: COMERICA INSTITUTIONAL SERVICES Service code 21 · EIN 38-2028794 411 W. LAFAYETTE BLVD. · DETROIT, MI 48226 | Bank Trustee | $15,792 |
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Participant contribution per participant 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 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 | $198,586-100.0% | $2,066,441-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 13.5%-13.5pp |
| Annual return | 18.61% | 10.61%+8.0pp | 10.57%+8.0pp | 9.29%+9.3pp |
| Employer contribution / active EE | $36,346 | $9,838+269.5% | $18,335+98.2% | $15,168+139.6% |
| Participant deferral / active EE | $0 | $3-100.0% | $5-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $8,713-100.0% | $2,037-100.0% |