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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK5+ years Filed as: COMERICA SECURITIES Service code 28 · EIN 38-1998421 | Investment Management | $97,762 |
CITIZENS TRUST5+ years Service code 28 · EIN 95-6806148 | Investment Management | $20,586 |
ROGERS CLEM AND COMPANY3 years Service code 10 · EIN 95-2694521 | Accounting | $10,000 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 10 · EIN 82-3719843 | Accounting | $8,145 |
HOWELL STRACZEK LLC2 years Filed as: HOWELL AND ASSOCIATES Service code 34 | Valuation (appraisals, etc.) | $5,105 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $92,390 | $38,365+140.8% | $84,637+9.2% | $65,186+41.7% |
| Participation rate | 87.7% | 55.7%+32.1pp | 68.2%+19.5pp | 70.2%+17.5pp |
| Annual return | 16.42% | 32.00%-15.6pp | 258.82%-242.4pp | 29.39%-13.0pp |
| Employer contribution / active EE | $0 | $1,258-100.0% | $2,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $2,278-100.0% | $3,900-100.0% | $3,514-100.0% |
| Admin fee / account holder | $819 | $451+81.5% | $4,914-83.3% | $847-3.3% |