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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK1+ years Filed as: COMERICA SECURITIES Service code 55 PO BOX 6700 · DETROIT, MI 482672757 | Other Commissions | $13,131 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $100 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,383 | $56,200+2.1% | $67,653-15.2% | $59,633-3.8% |
| Participation rate | 88.4% | 71.5%+17.0pp | 75.7%+12.8pp | 68.7%+19.8pp |
| Annual return | -1.38% | 18506.71%-18508.1pp | 6625.22%-6626.6pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $416 | $2,843-85.4% | $3,560-88.3% | $3,192-87.0% |
| Admin fee / account holder | $0 | $3,959-100.0% | $4,821-100.0% | $4,297-100.0% |