Filed July 9, 2019 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK2+ years Filed as: COMERICA INSURANCE SERVICES INC Service code 49 · EIN 38-3063147 | Other Services | $19,277 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,379 |
COMERICA BANK2+ years Filed as: COMERICA SECURITIES Service code 49 · EIN 38-2621207 | Other Services | $1,967 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $151,670 | $63,924+137.3% | $108,582+39.7% | $55,167+174.9% |
| Participation rate | 94.7% | 74.3%+20.3pp | 79.6%+15.1pp | 69.0%+25.7pp |
| Annual return | 6.24% | 15.31%-9.1pp | -51.70%+57.9pp | 169.23%-163.0pp |
| Employer contribution / active EE | $7,395 | $1,879+293.6% | $3,758+96.8% | $1,963+276.8% |
| Participant deferral / active EE | $3,638 | $3,067+18.6% | $4,311-15.6% | $3,054+19.1% |
| Admin fee / account holder | $39 | $618-93.8% | $7,645-99.5% | $504-92.3% |