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| Provider | Service type | Compensation |
|---|---|---|
NILES LANKFORD GROUP, INC.3+ years Service code 12 · EIN 35-1580587 | Claims processing; Recordkeeping and ... | $24,610 |
COMERICA BANK3+ years Service code 19 · EIN 38-2702003 | Securities Custodian | $14,238 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $7,500 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,477 | $58,726-22.6% | $92,233-50.7% | $62,292-27.0% |
| Participation rate | 83.2% | 68.3%+14.9pp | 76.5%+6.8pp | 69.5%+13.7pp |
| Annual return | 6.97% | 43.62%-36.6pp | 176.28%-169.3pp | 28.90%-21.9pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $253 | $556-54.6% | $5,194-95.1% | $479-47.3% |