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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON Service code 15 · EIN 27-2436452 | Recordkeeping | $30,021 |
COMERICA BANK1+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $22,006 |
GREGORY J SCHWARTZ & COMPANY INC1+ years Filed as: SCHWARTZ & CO. Service code 27 · EIN 38-2117812 | Advisory (Plan) | $7,548 |
WILLIS TOWERS WATSON US LLC1+ years Service code 11 · EIN 53-0181291 | Actuarial | $5,334 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $282,865-100.0% | $191,373-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 12.4%-12.4pp |
| Annual return | 0.00% | 11.14%-11.1pp | 8.46%-8.5pp | 9.89%-9.9pp |
| Employer contribution / active EE | $5,793 | $16,887-65.7% | $25,175-77.0% | $14,313-59.5% |
| Participant deferral / active EE | $0 | $276-100.0% | $181-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $730-100.0% | $9,084-100.0% |