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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK2 years Service code 21 · EIN 42-1741646 | Bank Trustee | $19,201 |
MCCLAIN SMITH & WENZ PC3+ years Filed as: MCCLAIN, SMITH AND WENZ Service code 10 · EIN 38-3382520 | Accounting | $12,500 |
STROME ACTUARIAL SERVICES, LLC3+ years Filed as: STROME ACTUARIAL SERVICES Service code 11 · EIN 46-4229857 | Actuarial | $9,324 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT Service code 51 · EIN 13-2700161 | Investment Mgmt Fees | $7,370 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 1.11% | 5.28%-4.2pp | 16.78%-15.7pp | 10.21%-9.1pp |
| Employer contribution / active EE | $0 | $35,590-100.0% | $26,328-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |