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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 28 171 MONROE AVENUE NW · GRAND RAPIDS, MI 49503 | Investment Management | $22,317 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $11,470 |
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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 | $38,077-100.0% | $143,222-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 58.2%-58.2pp | 57.6%-57.6pp | 13.0%-13.0pp |
| Annual return | 3.94% | 8.86%-4.9pp | 8.97%-5.0pp | 13.59%-9.6pp |
| Employer contribution / active EE | $2,650 | $8,919-70.3% | $37,026-92.8% | $14,592-81.8% |
| Participant deferral / active EE | $0 | $774-100.0% | $1,023-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,716-100.0% | $2,546-100.0% | $29,657-100.0% |