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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 28 171 MONROE AVENUE NW · GRAND RAPIDS, MI 49503 | Investment Management | $23,913 |
COMERICA BANK5+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $11,545 |
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Annual investment return 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 | $0 | $43,325-100.0% | $75,924-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 52.9%-52.9pp | 13.5%-13.5pp |
| Annual return | 0.30% | 8.70%-8.4pp | 6.78%-6.5pp | 9.29%-9.0pp |
| Employer contribution / active EE | $7,096 | $9,971-28.8% | $28,542-75.1% | $15,168-53.2% |
| Participant deferral / active EE | $0 | $861-100.0% | $763-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,269-100.0% | $1,754-100.0% | $2,037-100.0% |