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| Provider | Service type | Compensation |
|---|---|---|
STOUT, CAUSEY & HORNING, P.A.2+ years Filed as: STOUT RISIUS ROSS, INC. Service code 27 · EIN 38-3003685 | Advisory (Plan) | $10,375 |
COMERICA BANK2+ years Service code 21 · EIN 38-0477375 | Bank Trustee | $7,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $12,761 | $56,894-77.6% | $84,753-84.9% | $62,881-79.7% |
| Participation rate | 79.6% | 68.5%+11.1pp | 76.6%+3.0pp | 69.3%+10.3pp |
| Annual return | 12.27% | 6.30%+6.0pp | 22.78%-10.5pp | 20.14%-7.9pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $193 | $3,581-94.6% | $5,333-96.4% | $4,296-95.5% |