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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK4+ years Filed as: COMERICA SECURITIES Service code 28 · EIN 38-1998421 | Investment Management | $132,046 |
CITIZENS TRUST4+ years Service code 28 · EIN 95-6806148 | Investment Management | $19,992 |
ROGERS CLEM AND COMPANY2 years Service code 10 · EIN 95-2694521 | Accounting | $10,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 10 · EIN 82-3719843 | Accounting | $7,560 |
HOWELL STRACZEK LLC1 year Filed as: HOWELL AND ASSOCIATES Service code 34 | Valuation (appraisals, etc.) | $5,105 |
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 | $0 | $33,067-100.0% | $76,518-100.0% | $56,289-100.0% |
| Participation rate | 0.0% | 55.4%-55.4pp | 68.0%-68.0pp | 69.9%-69.9pp |
| Annual return | -7.79% | 2.72%-10.5pp | -0.27%-7.5pp | -9.96%+2.2pp |
| Employer contribution / active EE | $0 | $1,200-100.0% | $2,647-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,836-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $4,849-100.0% | $521-100.0% |