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| Provider | Service type | Compensation |
|---|---|---|
NILES LANKFORD GROUP, INC.2+ years Service code 12 · EIN 35-1580587 | Recordkeeping fees; Claims processing... | $19,340 |
COMERICA BANK2+ years Service code 19 · EIN 38-2702003 | Securities Custodian | $13,930 |
PLANTE & MORAN, PLLC2+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $9,150 |
Employer contribution per participant 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 | $30,209 | $52,884-42.9% | $84,753-64.4% | $55,167-45.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 4.97% | 18.03%-13.1pp | 22.78%-17.8pp | 169.23%-164.3pp |
| Employer contribution / active EE | $119 | $2,233-94.7% | $3,574-96.7% | $1,963-93.9% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $150 | $581-74.1% | $5,333-97.2% | $504-70.2% |