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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK2 years Service code 28 · EIN 38-0477375 | Investment Management | $23,147 |
Filed as: NOVARA, TESIJA, CATENACCI Service code 29 · EIN 38-3507129 | Legal | $22,728 |
MEKETA INVESTMENT GROUP1 year Service code 27 · EIN 04-2659023 | Advisory (Plan) | $21,500 |
BENESYS, INC.2 years Filed as: BENESYS Service code 13 · EIN 38-6058023 | Contract Administrator | $17,292 |
Service code 10 · EIN 38-2574238 | Accounting | $8,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,799 | $66,650-55.3% | $92,915-67.9% | $67,582-55.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 13.34% | 92.64%-79.3pp | 109.45%-96.1pp | 378.57%-365.2pp |
| Employer contribution / active EE | $1,330 | $2,777-52.1% | $3,653-63.6% | $2,148-38.1% |
| Participant deferral / active EE | $126 | $3,160-96.0% | $4,238-97.0% | $3,539-96.4% |
| Admin fee / account holder | $120 | $199-39.5% | $5,796-97.9% | $142-15.4% |