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| Provider | Service type | Compensation |
|---|---|---|
LUTHER KING CAPITAL MANAGEMENT2+ years Service code 28 · EIN 75-0163033 | Investment Management | $43,281 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $26,705 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $11,300 |
COMERICA BANK2+ years Service code 15 · EIN 38-0477375 | Recordkeeping | $10,047 |
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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 | $71,025-100.0% | $219,466-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 32.7%-32.7pp | 44.6%-44.6pp | 12.6%-12.6pp |
| Annual return | 10.06% | 4.87%+5.2pp | 5.00%+5.1pp | 4.56%+5.5pp |
| Employer contribution / active EE | $4,616 | $14,613-68.4% | $35,918-87.1% | $15,526-70.3% |
| Participant deferral / active EE | $0 | $54-100.0% | $75-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,874-100.0% | $13,204-100.0% | $1,711-100.0% |