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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $42,561 |
LUTHER KING CAPITAL MANAGEMENT3+ years Service code 28 · EIN 75-0163033 | Investment Management | $40,983 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $12,300 |
COMERICA BANK3+ years Service code 15 · EIN 38-0477375 | Recordkeeping | $10,102 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $63,154-100.0% | $198,173-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 42.0%-42.0pp | 11.3%-11.3pp |
| Annual return | 3.64% | 9.55%-5.9pp | 10.16%-6.5pp | 10.41%-6.8pp |
| Employer contribution / active EE | $2,887 | $14,371-79.9% | $33,192-91.3% | $14,691-80.3% |
| Participant deferral / active EE | $0 | $6-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $5,973-100.0% | $7,531-100.0% | $2,646-100.0% |