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| Provider | Service type | Compensation |
|---|---|---|
COMERICA BANK5+ years Filed as: COMERICA SECURITIES Service code 21 · EIN 38-2621207 | Bank Trustee | $40,000 |
OMELVENY & MYERS, LLP1 year Filed as: OMELVENY & MYERS LLP Service code 29 · EIN 95-1066597 | Legal | $27,102 |
EISNERAMPER LLP5+ years Filed as: HOLTHOUSE CARLIN & VAN TRIGHT Service code 10 · EIN 95-4345526 | Accounting | $15,697 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,037 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $143,507 | $75,419+90.3% | $392,568-63.4% | $67,584+112.3% |
| Participation rate | 68.5% | 74.8%-6.4pp | 78.1%-9.6pp | 71.3%-2.8pp |
| Annual return | 24.62% | 36.70%-12.1pp | 24.42%+0.2pp | 378.59%-354.0pp |
| Employer contribution / active EE | $3,156 | $2,636+19.7% | $3,783-16.6% | $2,148+46.9% |
| Participant deferral / active EE | $9,697 | $4,347+123.1% | $5,985+62.0% | $3,540+174.0% |
| Admin fee / account holder | $53 | $114-53.7% | $6,260-99.2% | $142-63.0% |