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| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT1+ years Service code 28 · EIN 75-0163033 | Investment Management | $43,660 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $32,490 |
COMERICA BANK1+ years Service code 15 · EIN 38-0477375 | Recordkeeping | $10,071 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $6,000 |
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Employer contribution per participant 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 | $62,124-100.0% | $219,333-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 40.7%-40.7pp | 42.3%-42.3pp | 15.7%-15.7pp |
| Annual return | -1.66% | -1.80%+0.1pp | -2.00%+0.3pp | -7.14%+5.5pp |
| Employer contribution / active EE | $4,355 | $14,777-70.5% | $34,470-87.4% | $14,613-70.2% |
| Participant deferral / active EE | $0 | $11-100.0% | $34-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,779-100.0% | $5,362-100.0% | $1,191-100.0% |