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| Provider | Service type | Compensation |
|---|---|---|
O'MELVENY & MYERS LLP1 year Service code 29 · EIN 95-1066597 | Legal | $32,365 |
COMERICA BANK6+ years Filed as: COMERICA SECURITIES Service code 21 · EIN 38-2621207 | Bank Trustee | $30,000 |
EISNERAMPER LLP6+ years Filed as: HOLTHOUSE CARLIN & VAN TRIGHT Service code 10 · EIN 95-4345526 | Accounting | $13,490 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,770 |
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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Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,178 | $82,093+115.8% | $379,746-53.3% | $73,415+141.3% |
| Participation rate | 70.9% | 76.8%-5.9pp | 78.4%-7.5pp | 72.2%-1.3pp |
| Annual return | 23.99% | 18.89%+5.1pp | 34.90%-10.9pp | 59.30%-35.3pp |
| Employer contribution / active EE | $1,964 | $2,847-31.0% | $3,540-44.5% | $2,234-12.1% |
| Participant deferral / active EE | $11,194 | $4,697+138.3% | $6,024+85.8% | $3,806+194.1% |
| Admin fee / account holder | $54 | $128-58.0% | $7,927-99.3% | $158-66.1% |