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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK3+ years Filed as: COMERICA SECURITIES Service code 28 · EIN 38-1998421 | Investment Management | $74,803 |
CITIZENS TRUST3+ years Service code 28 · EIN 95-3629339 | Investment Management | $20,583 |
ROGERS CLEM AND COMPANY1 year Service code 10 · EIN 95-2694521 | Accounting | $15,475 |
Filed as: NATIONAL RETIREMENT SERVICES, INC Service code 10 · EIN 33-0962367 | Accounting | $13,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,956 | $36,767+166.4% | $81,473+20.2% | $62,293+57.2% |
| Participation rate | 90.9% | 54.4%+36.4pp | 68.0%+22.9pp | 69.5%+21.3pp |
| Annual return | 5.60% | 173.80%-168.2pp | 38.78%-33.2pp | 28.90%-23.3pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $0 | $2,111-100.0% | $3,537-100.0% | $3,169-100.0% |
| Admin fee / account holder | $842 | $797+5.7% | $4,561-81.5% | $479+75.7% |