Filed January 8, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
COMERICA BANK1 year Filed as: COMERICA SECURITIES Service code 61 · EIN 38-2621207 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,682 | $73,638+15.0% | $95,952-11.7% | $73,488+15.2% |
| Participation rate | 97.3% | 76.2%+21.2pp | 77.1%+20.3pp | 70.7%+26.7pp |
| Annual return | 19.48% | 16.78%+2.7pp | 91.61%-72.1pp | 28.51%-9.0pp |
| Employer contribution / active EE | $8,471 | $1,863+354.7% | $2,541+233.4% | $2,270+273.2% |
| Participant deferral / active EE | $6,237 | $3,617+72.4% | $4,167+49.7% | $3,740+66.8% |
| Admin fee / account holder | $1 | $482-99.9% | $6,795-100.0% | $513-99.9% |