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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK1+ years Filed as: COMERICA SECURITIES Service code 28 · EIN 38-1998421 8850 BOEDEKER STREET MC6505 · DALLAS, TX 75225 | Investment Management | $79,164 |
CITIZENS TRUST1+ years Service code 28 · EIN 95-3629339 P.O. BOX 2549 · RANCHO CUCAMONGA, CA 91729 | Investment Management | $14,882 |
ROGERS CLEM AND COMPANY1+ years Filed as: ROGERS, CLEM & COMPANY Service code 10 · EIN 95-2694521 1067 PARK VIEW DRIVE · COVINA, CA 917243748 | Accounting | $12,473 |
Service code 10 · EIN 33-0962367 5832 BOLSA AVENUE, SUITE 100 · HUNTINGTON BEACH, CA 92649 | Accounting | $6,525 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,804 | $31,109+146.9% | $67,704+13.4% | $52,331+46.8% |
| Participation rate | 100.0% | 54.0%+46.0pp | 67.5%+32.5pp | 68.1%+31.9pp |
| Annual return | -1.23% | 23.70%-24.9pp | 25.41%-26.6pp | 4.54%-5.8pp |
| Employer contribution / active EE | $5,818 | $1,076+440.8% | $2,559+127.3% | $1,882+209.2% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $714 | $466+53.1% | $4,255-83.2% | $592+20.6% |