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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $230,709 |
AON CONSULTING3+ years Service code 11 · EIN 22-2221888 | Actuarial | $62,919 |
COMERICA BANK3+ years Filed as: COMERICA BANK & TRUST Service code 18 101 NORTH MAIN STREET · ANN ARBOR, MI 48104 | Trustee (directed); Custodial (other ... | $13,890 |
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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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 13.71% | 12.40%+1.3pp | 10.16%+3.6pp | 23.90%-10.2pp |
| Employer contribution / active EE | $0 | $8,748-100.0% | $33,192-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $1,865 | $217+758.8% | $66+2736.2% | $350+432.2% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |