Filed April 5, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $52,756 |
COMERICA BANK1 year Filed as: COMERICA SECURITIES INC. Service code 27 · EIN 38-2621207 | Advisory (Plan) | $14,366 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $5,057 |
AMERICAN CENTURY1 year Service code 52 · EIN 43-1646043 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-1202943 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 33-1043149 | Indirect Investment Fees | $0 |
Service code 52 · EIN 95-4625304 | Indirect Investment Fees | $0 |
Service code 52 · EIN 90-0342299 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $188,783 | $64,909+190.8% | $82,312+129.4% | $62,293+203.1% |
| Participation rate | 95.4% | 74.9%+20.5pp | 76.9%+18.5pp | 69.5%+25.9pp |
| Annual return | 17.53% | 21.18%-3.6pp | 25.88%-8.3pp | 28.90%-11.4pp |
| Employer contribution / active EE | $4,068 | $1,676+142.7% | $2,428+67.5% | $2,042+99.2% |
| Participant deferral / active EE | $4,921 | $3,103+58.6% | $3,706+32.8% | $3,169+55.3% |
| Admin fee / account holder | $425 | $440-3.3% | $5,608-92.4% | $479-11.3% |