Filed October 1, 2020
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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK2 years Service code 19 · EIN 42-1741645 | Securities Custodian | $36,987 |
HARRIS2 years Filed as: HARRIS ASSOCIATED LP Service code 27 · EIN 04-3276558 | Advisory (Plan) | $22,083 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 10.67% | 8.46%+2.2pp | 9.82%+0.9pp | 8.76%+1.9pp |
| Employer contribution / active EE | $5,682 | $11,054-48.6% | $30,322-81.3% | $16,664-65.9% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |