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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK2 years Filed as: COMERICA SECURITES Service code 15 PO BOX 75000 · DETROIT, MI 48275 | Recordkeeping | $28,941 |
PAYCHEX, INC.3 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $8,691 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,281 | $99,957-68.7% | $149,730-79.1% | $73,493-57.4% |
| Participation rate | 92.7% | 75.7%+17.0pp | 82.5%+10.2pp | 70.7%+22.0pp |
| Annual return | 17.55% | 53.87%-36.3pp | 276.70%-259.2pp | 28.51%-11.0pp |
| Employer contribution / active EE | $485 | $3,191-84.8% | $4,645-89.6% | $2,270-78.6% |
| Participant deferral / active EE | $3,491 | $6,073-42.5% | $6,843-49.0% | $3,740-6.7% |
| Admin fee / account holder | $129 | $551-76.5% | $9,310-98.6% | $513-74.8% |