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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 | $98,776-62.4% | $119,126-68.8% | $89,670-58.6% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 6.74% | 9.25%-2.5pp | 282.11%-275.4pp | 19.66%-12.9pp |
| Employer contribution / active EE | $3,367 | $5,802-42.0% | $4,034-16.5% | $4,041-16.7% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $56 | $230-75.9% | $10,693-99.5% | $352-84.2% |