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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK1+ years Filed as: COMERICA SECURITIES Service code 27 · EIN 38-2621207 | Advisory (Plan) | $8,591 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,292 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $28,547 | $54,320-47.4% | $67,653-57.8% | $52,331-45.4% |
| Participation rate | 79.0% | 73.6%+5.4pp | 75.7%+3.3pp | 68.1%+10.9pp |
| Annual return | -1.20% | 6.81%-8.0pp | 6625.22%-6626.4pp | 4.54%-5.7pp |
| Employer contribution / active EE | $551 | $1,544-64.3% | $2,266-75.7% | $1,882-70.7% |
| Participant deferral / active EE | $1,502 | $2,950-49.1% | $3,560-57.8% | $3,022-50.3% |
| Admin fee / account holder | $136 | $527-74.1% | $4,821-97.2% | $592-77.0% |