Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK2 years Filed as: COMERICA SECURITIES Service code 27 · EIN 38-2621207 | Advisory (Plan) | $24,683 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,483 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,681 | $65,376+34.1% | $87,102+0.7% | $65,185+34.5% |
| Participation rate | 71.4% | 75.3%-3.9pp | 76.9%-5.4pp | 70.2%+1.2pp |
| Annual return | 22.34% | 31.27%-8.9pp | 28.19%-5.8pp | 29.38%-7.0pp |
| Employer contribution / active EE | $1,895 | $1,822+4.0% | $2,521-24.9% | $2,177-13.0% |
| Participant deferral / active EE | $3,796 | $3,388+12.0% | $4,048-6.2% | $3,514+8.0% |
| Admin fee / account holder | $311 | $520-40.1% | $7,491-95.8% | $847-63.2% |