Filed October 1, 2020
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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK1 year Service code 19 · EIN 42-1741645 | Securities Custodian | $33,664 |
HARRIS1 year Filed as: HARRIS ASSOCIATED LP Service code 27 · EIN 04-3276558 | Advisory (Plan) | $7,923 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $250,986-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 2.3%-2.3pp |
| Annual return | 18.37% | 17.94%+0.4pp | 32.33%-14.0pp | 37.74%-19.4pp |
| Employer contribution / active EE | $6,260 | $10,320-39.3% | $33,956-81.6% | $15,788-60.4% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |