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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK2+ years Filed as: COMERICA SECURITIES Service code 28 · EIN 38-1998421 8850 BOEDEKER STREET MC6505 · DALLAS, TX 75225 | Investment Management | $76,161 |
CITIZENS TRUST2+ years Service code 28 · EIN 95-3629339 P.O. BOX 2549 · RANCHO CUCAMONGA, CA 91729 | Investment Management | $15,565 |
ROGERS CLEM AND COMPANY2+ years Filed as: ROGERS, CLEM & COMPANY Service code 10 · EIN 95-2694521 1067 PARK VIEW DRIVE · COVINA, CA 917243748 | Accounting | $12,189 |
Service code 10 · EIN 33-0962367 5832 BOLSA AVENUE, SUITE 100 · HUNTINGTON BEACH, CA 92649 | Accounting | $9,825 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,064-100.0% | $74,577-100.0% | $273,972-100.0% |
| Participation rate | 0.0% | 74.9%-74.9pp | 68.1%-68.1pp | 83.0%-83.0pp |
| Annual return | -87.73% | 26.18%-113.9pp | 20.47%-108.2pp | 41.46%-129.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |