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| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY1 year Service code 15 · EIN 91-1116938 | Recordkeeping | $1,441,295 |
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 | Actuarial | $533,908 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 23-1159630 | Actuarial | $264,325 |
COMERICA BANK1 year Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $119,404 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $943,036-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | -1.28% | 9.30%-10.6pp | 5.62%-6.9pp | 9.30%-10.6pp |
| Employer contribution / active EE | $16,422 | $12,551+30.8% | $37,825-56.6% | $12,551+30.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $0 | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |