Retirement plan

COMAU LLC 401(K) PLAN

Name: COMAU LLC - COMAU LLC 401(K) PLAN (2021) Form 5500
Creator: COMAU LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, COMAU LLC 401(K) PLAN, COMAU LLC

COMAU LLCEIN 38-2296242Plan #002PY 2021

21000 TELEGRAPH ROAD - SOUTHFIELD, MI 48033248-368-2403

Other plans on this EIN

1 filing

#001Retirement-$171.8M assets

Prospect flagsLow returnsFailed to provide benefitCorrective distributions

How to read this page

Total assets (EOY)

$238.5M

-5.1% from 2016

Total participants

1,143

+1.7% from 2016

Average account balance

$231,594

-5.3% from 2016

Annual return

10.15%

-6.87 pp from 2016

Benchmarks

See 866 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort866 peers

Snapshot2021

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$189.13M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$184K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,026

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

94.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$9.60M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.94%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$249

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 5 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL7+ years Service code 37 · EIN 04-2647786	Loan Processing	$90,518
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$80,956
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818	Advisory (Plan)	$60,300
REINHART BOERNER VAN DEUREN S.C.7+ years Service code 29 · EIN 39-1126909	Legal	$20,611
WILLIS TOWERS WATSON US LLC1 year Filed as: WILLIAMS, WILLIS, & ASSOCIATES, PC Service code 10 · EIN 45-2014170	Accounting	$9,900

Plan features & details

Pension benefit codes2E2F2G2J2K2T3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$261K

$327 / participant

Investment mgmt$81K31.0%
Other / not subdivided$180K69.0%

% of EOY assets

0.109%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$231,594

$58,344+296.9%

$98,508+135.1%

$86,828+166.7%

Participation rate

85.9%

68.4%+17.5pp

73.3%+12.5pp

72.3%+13.6pp

Annual return

10.15%

43.47%-33.3pp

1495.22%-1485.1pp

97.95%-87.8pp

Employer contribution / active EE

$3,208

$2,008+59.8%

$2,961+8.3%

$2,406+33.3%

Participant deferral / active EE

$9,421

$3,156+198.5%

$4,276+120.3%

$4,132+128.0%

Admin fee / account holder

$254

$138+84.0%

$5,956-95.7%

$170+49.5%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL7+ years

Service code 37 · EIN 04-2647786

Loan Processing

$90,518

STRATEGIC ADVISORS, INC.6 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$80,956

WILLIS TOWERS WATSON US LLC2 years

Filed as: TOWERS WATSON INVESTMENT SERVICES

Service code 27 · EIN 52-1868818

Advisory (Plan)

$60,300

REINHART BOERNER VAN DEUREN S.C.7+ years

Service code 29 · EIN 39-1126909

Legal

$20,611

WILLIS TOWERS WATSON US LLC1 year

Filed as: WILLIAMS, WILLIS, & ASSOCIATES, PC

Service code 10 · EIN 45-2014170

Accounting

$9,900

COMAU LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

COMAU LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion