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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK2+ years Filed as: COMERICA SECURITIES Service code 27 · EIN 38-2621207 | Advisory (Plan) | $30,000 |
EISNERAMPER LLP2+ years Filed as: HOLTHOUSE CARLIN & VAN TRIGHT Service code 10 · EIN 95-4345526 | Accounting | $16,070 |
O'MELVENY & MYERS LLP1 year Filed as: O'MELVENY AND MYERS Service code 29 · EIN 95-1066597 | Legal | $6,236 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,275 |
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).
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $98,426 | $65,820+49.5% | $108,745-9.5% | $57,661+70.7% |
| Participation rate | 66.8% | 72.7%-5.9pp | 77.7%-10.8pp | 70.2%-3.4pp |
| Annual return | 6.39% | 21.32%-14.9pp | 46.22%-39.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $2,707 | $2,285+18.4% | $3,323-18.6% | $1,974+37.1% |
| Participant deferral / active EE | $7,921 | $3,578+121.4% | $5,121+54.7% | $3,061+158.8% |
| Admin fee / account holder | $30 | $91-67.3% | $6,144-99.5% | $95-68.5% |