Filed October 1, 2020
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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK4+ years Filed as: COMERICA BANK - INSTITUTIONAL TRUST Service code 19 · EIN 42-1741645 | Securities Custodian | $34,271 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -19.66% | -10.37%-9.3pp | -38.86%+19.2pp | 2.77%-22.4pp |
| Employer contribution / active EE | $5,059 | $8,700-41.9% | $37,752-86.6% | $15,262-66.9% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |