Filed December 31, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $88,208 |
COMERICA BANK1 year Filed as: COMERICA SECURITIES INC Service code 27 · EIN 38-2621207 | Advisory (Plan) | $41,207 |
RPA FINANCIAL LLC1 year Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $15,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,749 | $185,342-60.7% | $111,297-34.6% | $86,799-16.2% |
| Participation rate | 95.0% | 81.0%+14.1pp | 77.3%+17.7pp | 72.3%+22.8pp |
| Annual return | 18.21% | 500.80%-482.6pp | 54.65%-36.4pp | 97.91%-79.7pp |
| Employer contribution / active EE | $3,288 | $2,246+46.4% | $2,731+20.4% | $2,405+36.7% |
| Participant deferral / active EE | $8,611 | $4,458+93.1% | $4,487+91.9% | $4,131+108.5% |
| Admin fee / account holder | $213 | $255-16.6% | $7,964-97.3% | $170+25.6% |