Filed October 1, 2020
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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK1+ years Filed as: COMERICA BANK - INSTITUTIONAL TRUST Service code 19 · EIN 42-1741645 | Securities Custodian | $26,219 |
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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 | $0 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 24.56% | 15.61%+8.9pp | 20.73%+3.8pp | 53.27%-28.7pp |
| Employer contribution / active EE | $4,731 | $10,773-56.1% | $36,503-87.0% | $14,774-68.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |