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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $34,266 |
COMERICA BANK4+ years Filed as: COMERICA SECURITIES Service code 27 · EIN 38-2621207 | Advisory (Plan) | $23,805 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLEY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $9,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,983 | $42,396+34.4% | $67,313-15.3% | $56,287+1.2% |
| Participation rate | 99.2% | 61.0%+38.2pp | 69.1%+30.1pp | 69.9%+29.3pp |
| Annual return | -3.68% | -36.63%+32.9pp | -4.08%+0.4pp | -9.96%+6.3pp |
| Employer contribution / active EE | $915 | $1,414-35.3% | $2,566-64.3% | $2,111-56.7% |
| Participant deferral / active EE | $6,604 | $2,360+179.9% | $3,568+85.1% | $3,350+97.1% |
| Admin fee / account holder | $356 | $510-30.2% | $4,507-92.1% | $521-31.7% |