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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK5+ years Service code 19 · EIN 38-0856070 | Securities Custodian | $116,827 |
WATKINS ROSS3 years Service code 11 200 OTTAWA AVE NW, STE 600 · GRAND RAPIDS, MI 49503 | Actuarial | $14,925 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 13.20% | 8.57%+4.6pp | 7.87%+5.3pp | 9.29%+3.9pp |
| Employer contribution / active EE | $180,000 | $19,481+824.0% | $31,784+466.3% | $15,168+1086.7% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |