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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MORGAN STANLEY & CO. LLC Service code 15 · EIN 26-4310632 | Recordkeeping | $92,332 |
COMERICA BANK1 year Filed as: COMERICA BANK & TRUST, N.A. Service code 15 · EIN 42-1741616 | Recordkeeping | $11,238 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,166-100.0% | $107,664-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 6.7%-6.7pp | 10.0%-10.0pp | 11.3%-11.3pp |
| Annual return | 12.49% | 10.39%+2.1pp | 337.46%-325.0pp | 10.41%+2.1pp |
| Employer contribution / active EE | $15,584 | $10,969+42.1% | $20,191-22.8% | $14,691+6.1% |
| Participant deferral / active EE | $0 | $108-100.0% | $30-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $1,663-100.0% | $2,646-100.0% |