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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 21 · EIN 42-1466678 | Bank Trustee | $80,252 |
Filed as: CONCURRENT INVESTMENT ADVISORS, LLC Service code 27 17266 MACK AVENUE · GROSSE POINTE, MI 48230 | Advisory (Plan) | $35,625 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $30,262 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,224-100.0% | $256,363-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.7%-2.7pp | 34.2%-34.2pp | 2.7%-2.7pp |
| Annual return | 6.08% | 8.35%-2.3pp | 5.46%+0.6pp | 8.35%-2.3pp |
| Employer contribution / active EE | $7,234 | $17,935-59.7% | $28,604-74.7% | $17,935-59.7% |
| Participant deferral / active EE | $0 | $1,279-100.0% | $20-100.0% | $1,279-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $6,551-100.0% | $200-100.0% |