Plan Snapshot
- Plan Sponsor: Comerica Incorporated
- Sponsor EIN: 381998421
- Sponsor Address: 1717 MAIN STREET, DALLAS, TX, 75201
- Plan Type: DB
- Total Participants: 6,672
- Total Assets: $2.7B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,672 | $2.7B | $0 | $0 |
| 2023 | 6,712 | $2.7B | $0 | $0 |
| 2022 | 6,371 | $2.5B | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | NONE | $1,263,363 | — | $1,263,363 |
| WELLINGTON MANAGEMENT COMPANY LLP | NONE | $809,524 | — | $809,524 |
| NISA INVESTMENT ADVISORS LLC | NONE | $639,481 | — | $639,481 |
| AON INVESTMENTS USA INC. | NONE | $421,567 | — | $421,567 |
| LEGAL & GENERAL INVEST MGMT AMERICA | NONE | $311,600 | — | $311,600 |
| BLACKROCK INST TRUST COMPANY, N.A. | NONE | $204,640 | — | $204,640 |
| TOWERS WATSON INV SERVICES INC | NONE | $146,250 | — | $146,250 |
| ERNST & YOUNG LLP | NONE | $87,440 | — | $87,440 |
| CREATIVE PLANNING | NONE | $40,000 | — | $40,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — NONE
- ERNST & YOUNG LLP — NONE
- CREATIVE PLANNING — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,923,865
- Estimated Expense Ratio: 0.143% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,373,368 | $2,573,063 | $1,001,757 | $87,440 | — |
| 2023 | $6,163,366 | $3,010,073 | $1,382,270 | $83,270 | — |
| 2022 | $4,611,725 | $2,145,175 | — | — | $1,088,423 |