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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK6+ years Filed as: COMERICA SECURITIES Service code 28 · EIN 38-1998421 | Investment Management | $53,209 |
ROGERS CLEM AND COMPANY4 years Service code 10 · EIN 95-2694521 | Accounting | $20,000 |
ASCENSUS LLC3 years Filed as: ASCENSUS, LLC Service code 10 · EIN 82-3719843 | Accounting | $14,592 |
CITIZENS TRUST6+ years Service code 28 · EIN 95-6806148 | Investment Management | $8,593 |
HOWELL STRACZEK LLC3 years Filed as: HOWELL AND ASSOCIATES Service code 34 350 S MILLIKEN AVE #D · ONTARIO, CA 91761 | Valuation (appraisals, etc.) | $1,600 |
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $109,411-100.0% | $89,435-100.0% | $158,982-100.0% |
| Participation rate | 0.0% | 74.3%-74.3pp | 68.0%-68.0pp | 82.0%-82.0pp |
| Annual return | -99.80% | 345.68%-445.5pp | 245.55%-345.3pp | 302.99%-402.8pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |