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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK2+ years Filed as: COMERICA SECURITIES Service code 55 PO BOX 6700 · DETROIT, MI 482672757 | Other Commissions | $11,524 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,704 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $409 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $55,443 | $60,165-7.8% | $74,184-25.3% | $55,167+0.5% |
| Participation rate | 73.0% | 74.2%-1.2pp | 76.6%-3.6pp | 69.0%+4.0pp |
| Annual return | 6.32% | 10.00%-3.7pp | 17.74%-11.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,749 | $2,973-41.2% | $3,550-50.7% | $3,054-42.7% |
| Admin fee / account holder | $102 | $419-75.6% | $5,586-98.2% | $504-79.7% |