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| Provider | Service type | Compensation |
|---|---|---|
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $25,664 |
ASSOCIATED ADMINISTRATORS, LLC10+ years Service code 13 · EIN 52-0940029 | Contract Administrator | $18,000 |
COMERICA BANK6 years Service code 19 · EIN 42-1741646 | Securities Custodian | $8,453 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | - |
| Annual return | 183.63% | 61.55%+122.1pp | 31.38%+152.2pp | - |
| Employer contribution / active EE | $0 | $11,227-100.0% | $24,632-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $181-100.0% | - |
| Admin fee / account holder | $0 | $0 | - | - |