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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC7+ years Service code 13 · EIN 52-0940029 | Contract Administrator | $18,000 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $12,221 |
COMERICA BANK3 years Service code 19 · EIN 42-1741646 | Securities Custodian | $11,609 |
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 | $350,051-100.0% | - | $350,051-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.5%-44.5pp |
| Annual return | 560.19% | -7.28%+567.5pp | 22.50%+537.7pp | -14.65%+574.8pp |
| Employer contribution / active EE | $0 | $42,083-100.0% | $33,849-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $14,582-100.0% | - | $14,582-100.0% |