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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK9+ years Service code 19 · EIN 38-0856070 | Securities Custodian | $226,048 |
WATKINS ROSS7 years Service code 11 200 OTTAWA AVE NW, STE 600 · GRAND RAPIDS, MI 49503 | Actuarial | $15,200 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 26.89% | 10.25%+16.6pp | 8.34%+18.6pp | 8.21%+18.7pp |
| Employer contribution / active EE | $0 | $16,685-100.0% | $30,790-100.0% | $13,837-100.0% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |