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| Provider | Service type | Compensation |
|---|---|---|
FIAM LLC2 years Service code 28 · EIN 20-1733361 | Investment Management | $88,234 |
AON CONSULTING2 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 11 · EIN 36-3109431 | Actuarial | $43,737 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $27,281 |
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Annual investment return 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 | $68,985-100.0% | $1,035,159-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 26.0%-26.0pp | 49.6%-49.6pp | 14.6%-14.6pp |
| Annual return | -7.03% | -4.17%-2.9pp | -61.72%+54.7pp | 10.56%-17.6pp |
| Employer contribution / active EE | $7,326 | $16,396-55.3% | $47,703-84.6% | $13,643-46.3% |
| Participant deferral / active EE | $0 | $12-100.0% | $135-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $4,705-100.0% | $5,792-100.0% | $3,354-100.0% |