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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT Service code 15 · EIN 22-2232264 | Recordkeeping | $235,540 |
Filed as: RYAN LABS ASSET MANAGEMENT INC. Service code 28 · EIN 47-3503928 | Investment Management | $131,581 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $83,113 |
COMERICA BANK1 year Filed as: COMERICA INCORPORATED Service code 19 · EIN 42-1741646 | Securities Custodian | $60,843 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 17 · EIN 74-2794194 | Pension Consulting | $56,250 |
HELEN CLEVELAND PC3+ years Service code 29 · EIN 11-3672269 | Legal | $19,707 |
PLANTE & MORAN, PLLC3+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $13,200 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 5.89% | 79.68%-73.8pp | 16.78%-10.9pp | 23.90%-18.0pp |
| Employer contribution / active EE | $12,610 | $21,735-42.0% | $26,328-52.1% | $16,539-23.8% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |