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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK1+ years Filed as: COMERICA SECURITIES Service code 55 | Other Commissions | $15,921 |
AMERICA'S 401K, INC.1+ years Service code 13 8131 LBJ FREEWAY, SUITE 770 · DALLAS, TX 75251 | Contract Administrator | $7,615 |
Service code 64 | Recordkeeping Fees | $4,891 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $34,628 | $50,898-32.0% | $171,082-79.8% | $55,167-37.2% |
| Participation rate | 43.0% | 63.3%-20.2pp | 76.7%-33.7pp | 69.0%-25.9pp |
| Annual return | 3.52% | 15.34%-11.8pp | 32.56%-29.0pp | 169.23%-165.7pp |
| Employer contribution / active EE | $958 | $1,433-33.2% | $4,002-76.1% | $1,963-51.2% |
| Participant deferral / active EE | $1,469 | $2,994-50.9% | $4,797-69.4% | $3,054-51.9% |
| Admin fee / account holder | $83 | $500-83.5% | $8,520-99.0% | $504-83.6% |