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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FMR, LLC Service code 27 · EIN 04-3532603 | Advisory (Plan) | $189,570 |
Filed as: FIDELITY WORKPLACE INVESTING, LLC Service code 11 311 S. WACKER DRIVE, SUITE 3800 · CHICAGO, IL 60606 | Actuarial | $35,000 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 411 W. LAFAYETTE · DETROIT, MI 48226 | Securities Custodian | $21,553 |
CLAYTON & MCKERVEY PC2+ years Filed as: CLAYTON & MCKERVEY, P.C. Service code 10 · EIN 38-2383796 2000 TOWN CENTER, SUITE 1800 · SOUTHFIELD, MI 48075 | Accounting | $13,250 |
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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 | $49,677-100.0% | $264,156-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 3.6%-3.6pp |
| Annual return | 7.28% | 4.43%+2.9pp | 4.74%+2.5pp | 11.88%-4.6pp |
| Employer contribution / active EE | $8,548 | $35,917-76.2% | $46,220-81.5% | $14,612-41.5% |
| Participant deferral / active EE | $0 | $1,335-100.0% | $248-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $12,050-100.0% | $637-100.0% |