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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWARTZ & CO Service code 27 · EIN 38-2117812 3707 W. MAPLE ROAD · BLOOMFIELD HILLS, MI 483013212 | Advisory (Plan) | $22,880 |
COMERICA BANK5+ years Service code 21 · EIN 38-2217511 PO BOX 75000 · DETROIT, MI 482753462 | Bank Trustee | $9,806 |
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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 | $186,381-100.0% | $428,620-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 28.2%-28.2pp | 46.0%-46.0pp | 13.0%-13.0pp |
| Annual return | 18.20% | 12.39%+5.8pp | 20.73%-2.5pp | 13.59%+4.6pp |
| Employer contribution / active EE | $22,512 | $14,456+55.7% | $36,503-38.3% | $14,592+54.3% |
| Participant deferral / active EE | $0 | $9-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,031-100.0% | $7,495-100.0% | $29,657-100.0% |