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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK2+ years Filed as: COMERICA SECURITIES Service code 55 | Other Commissions | $15,136 |
Service code 64 | Recordkeeping Fees | $10,890 |
AMERICA'S 401K, INC.2+ years Service code 13 8131 LBJ FREEWAY, SUITE 770 · DALLAS, TX 75251 | Contract Administrator | $8,275 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,133 | $52,639-21.9% | $185,117-77.8% | $62,292-34.0% |
| Participation rate | 41.2% | 63.9%-22.6pp | 77.3%-36.0pp | 69.5%-28.3pp |
| Annual return | 10.29% | 19.57%-9.3pp | 40.50%-30.2pp | 28.90%-18.6pp |
| Employer contribution / active EE | $900 | $1,483-39.3% | $4,182-78.5% | $2,042-55.9% |
| Participant deferral / active EE | $1,474 | $3,097-52.4% | $5,045-70.8% | $3,169-53.5% |
| Admin fee / account holder | $145 | $374-61.3% | $8,159-98.2% | $479-69.8% |