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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK2 years Service code 21 · EIN 42-1741646 1717 MAIN STREET · DALLAS, TX 75201 | Bank Trustee | $20,600 |
Filed as: MMQ & ASSOCIATES P.C. Service code 10 · EIN 23-2226550 1173 CLAY AVENUE · SCRANTON, PA 18510 | Accounting | $9,750 |
Filed as: AGINCOURT CAPITAL MANAGEMENT Service code 28 · EIN 54-1947440 200 SOUTH 10TH STREET · RICHMOND, VA 23219 | Investment Management | $9,606 |
THE CONCORD ADVISORY GROUP2 years Filed as: CONCORD ADVISORY GROUP Service code 27 · EIN 22-3039644 700 ALEXANDER PARK DR #203 · PRINCETON, NJ 08540 | Advisory (Plan) | $7,899 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS FINANCIAL SQUARE GOVN Service code 28 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $0 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 95-2632339 | Investment Management | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $134,556-100.0% | $134,556-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 15.4%-15.4pp | 34.1%-34.1pp |
| Annual return | 11.53% | 8.43%+3.1pp | 8.50%+3.0pp | 13.02%-1.5pp |
| Employer contribution / active EE | $0 | $31,363-100.0% | $29,758-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $236-100.0% | $538-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $8,606-100.0% | $8,606-100.0% | $39,117-100.0% |