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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 34-1217340 | Other Fees | $77,553 |
COMERICA BANK10+ years Service code 28 411 WEST LAFAYETTE BLVD · DETROIT, MI 48226 | Investment Management | $36,416 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 1111 SUPERIOR AVE · CLEVELAND, OH 44114 | Advisory (Plan) | $24,000 |
YURCHYK & DAVIS CPA'S, INC.3 years Service code 10 · EIN 34-1638235 3701 BOARDMAN CANFIELD RD · CANFIELD, OH 44406 | Accounting | $17,900 |
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 | $37,143 | $98,273-62.2% | $150,734-75.4% | $85,660-56.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.4%+21.6pp | 74.8%+25.2pp |
| Annual return | 6.74% | 7.62%-0.9pp | 600.81%-594.1pp | 19.52%-12.8pp |
| Employer contribution / active EE | $3,367 | $5,764-41.6% | $4,918-31.5% | $4,199-19.8% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $56 | $226-75.4% | $14,905-99.6% | $224-75.2% |