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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $21,171 |
THE PENSION DESIGN GROUP2+ years Service code 15 · EIN 46-2028188 | Recordkeeping | $13,554 |
COMERICA BANK1 year Filed as: COMERICA SECURITIES Service code 27 35405 GRAND RIVER AVE · FARMINGTON, MI 48335 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,277 | $104,336-62.4% | $159,455-75.4% | $86,813-54.8% |
| Participation rate | 49.8% | 77.7%-27.9pp | 82.8%-33.0pp | 72.3%-22.5pp |
| Annual return | 24.66% | 26.32%-1.7pp | 263.63%-239.0pp | 97.93%-73.3pp |
| Employer contribution / active EE | $1,384 | $3,451-59.9% | $4,830-71.3% | $2,406-42.5% |
| Participant deferral / active EE | $4,750 | $6,837-30.5% | $7,353-35.4% | $4,131+15.0% |
| Admin fee / account holder | $227 | $172+31.8% | $10,800-97.9% | $170+33.9% |