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| Provider | Service type | Compensation |
|---|---|---|
FIAM LLC1 year Service code 28 · EIN 20-1733361 | Investment Management | $97,738 |
Filed as: FIDELITY WORKPLACE INVESTING, LLC Service code 11 311 S. WACKER DRIVE, SUITE 3800 · CHICAGO, IL 60606 | Actuarial | $47,912 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 11 · EIN 36-3109431 | Actuarial | $42,984 |
COMERICA BANK3+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $23,007 |
CLAYTON & MCKERVEY PC3+ years Filed as: CLAYTON & MCKERVEY, P.C. Service code 10 · EIN 38-2383796 | Accounting | $10,000 |
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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 | $44,091-100.0% | $308,850-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 48.5%-48.5pp | 4.5%-4.5pp |
| Annual return | 16.18% | 10.58%+5.6pp | 14.41%+1.8pp | 13.95%+2.2pp |
| Employer contribution / active EE | $19,497 | $37,352-47.8% | $45,283-56.9% | $16,598+17.5% |
| Participant deferral / active EE | $0 | $115-100.0% | $125-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $9,941-100.0% | $612-100.0% |