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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK4+ years Filed as: COMERICA SECURITIES Service code 27 · EIN 38-2621207 | Advisory (Plan) | $11,394 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,555 |
Annual investment return 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 | $39,013 | $59,186-34.1% | $76,768-49.2% | $56,287-30.7% |
| Participation rate | 78.7% | 75.2%+3.5pp | 77.0%+1.8pp | 69.9%+8.9pp |
| Annual return | -6.95% | 6.62%-13.6pp | 2.43%-9.4pp | -9.96%+3.0pp |
| Employer contribution / active EE | $487 | $1,759-72.3% | $2,485-80.4% | $2,111-76.9% |
| Participant deferral / active EE | $1,939 | $3,255-40.4% | $3,852-49.7% | $3,350-42.1% |
| Admin fee / account holder | $168 | $489-65.7% | $6,675-97.5% | $521-67.8% |