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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK3 years Filed as: COMERICA SECURITIES Service code 27 · EIN 38-2621207 | Advisory (Plan) | $26,552 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,509 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,175 | $73,638+18.4% | $95,960-9.2% | $73,493+18.6% |
| Participation rate | 82.7% | 76.2%+6.6pp | 77.1%+5.7pp | 70.7%+12.1pp |
| Annual return | 17.34% | 16.78%+0.6pp | 91.63%-74.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $2,188 | $1,863+17.4% | $2,541-13.9% | $2,270-3.6% |
| Participant deferral / active EE | $4,360 | $3,617+20.5% | $4,167+4.6% | $3,740+16.6% |
| Admin fee / account holder | $274 | $482-43.1% | $6,797-96.0% | $513-46.5% |