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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK3+ years Filed as: COMERICA SECURITIES Service code 27 · EIN 38-2621207 | Advisory (Plan) | $8,912 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,631 |
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 | $39,235 | $64,909-39.6% | $82,312-52.3% | $62,293-37.0% |
| Participation rate | 95.3% | 74.9%+20.4pp | 76.9%+18.4pp | 69.5%+25.8pp |
| Annual return | 16.67% | 21.18%-4.5pp | 25.88%-9.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $727 | $1,676-56.6% | $2,428-70.1% | $2,042-64.4% |
| Participant deferral / active EE | $1,953 | $3,103-37.1% | $3,706-47.3% | $3,169-38.4% |
| Admin fee / account holder | $143 | $440-67.6% | $5,608-97.5% | $479-70.2% |