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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK3+ years Filed as: COMERICA SECURITIES Service code 55 · EIN 38-2621207 | Other Commissions | $15,126 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $481 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $60,599 | $150,447-59.7% | $136,298-55.5% | $147,586-58.9% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 11.93% | 1049.15%-1037.2pp | 5156.27%-5144.3pp | 578.59%-566.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $17,071 | $6,631+157.5% | $6,247+173.3% | $5,439+213.9% |
| Admin fee / account holder | $151 | $10,906-98.6% | $9,244-98.4% | $10,886-98.6% |