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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK1+ years Filed as: COMERICA SECURITIES Service code 21 · EIN 38-2621207 | Bank Trustee | $40,000 |
OMELVENY & MYERS, LLP1+ years Filed as: OMELVENY AND MYERS Service code 10 · EIN 95-1066597 | Accounting | $22,764 |
EISNERAMPER LLP1+ years Filed as: HOLTHOUSE CARLIN & VAN TRIGHT Service code 10 · EIN 95-4345526 | Accounting | $13,905 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,806 | $57,435+70.3% | $105,218-7.0% | $55,191+77.2% |
| Participation rate | 66.1% | 71.3%-5.2pp | 77.2%-11.1pp | 69.2%-3.0pp |
| Annual return | 0.65% | 2.97%-2.3pp | 5.33%-4.7pp | 10.78%-10.1pp |
| Employer contribution / active EE | $2,553 | $1,920+33.0% | $3,255-21.6% | $1,899+34.5% |
| Participant deferral / active EE | $7,557 | $3,495+116.2% | $4,867+55.3% | $3,046+148.1% |
| Admin fee / account holder | $44 | $70-37.0% | $6,992-99.4% | $91-51.2% |