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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 | $21,841 |
Filed as: NATIONAL RETIREMENT SERVICES, INC Service code 10 · EIN 33-0962367 5832 BOLSA AVENUE, SUITE 100 · HUNTINGTON BEACH, CA 92649 | Accounting | $9,075 |
CITIZENS TRUST2+ years Service code 28 · EIN 95-3629339 P.O. BOX 2549 · RANCHO CUCAMONGA, CA 91729 | Investment Management | $4,464 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,226 | $32,425+196.8% | $74,577+29.0% | $55,167+74.4% |
| Participation rate | 91.5% | 54.0%+37.5pp | 68.1%+23.4pp | 69.0%+22.5pp |
| Annual return | 299.47% | 10.63%+288.8pp | 20.47%+279.0pp | 169.23%+130.2pp |
| Employer contribution / active EE | $3,321 | $1,043+218.3% | $2,525+31.5% | $1,963+69.2% |
| Participant deferral / active EE | $0 | $1,995-100.0% | $3,458-100.0% | $3,054-100.0% |
| Admin fee / account holder | $256 | $748-65.8% | $4,138-93.8% | $504-49.2% |