Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK Service code 21 · EIN 13-4994650 | Bank Trustee | $277,057 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $191,488 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3257590 | Investment Management | $158,106 |
Filed as: VOYA INVESTMENT MANAGEMENT Service code 28 230 PARK AVENUE · NEW YORK, NY 10169 | Investment Management | $113,353 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $106,508 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 · EIN 13-2700161 | Investment Management | $31,682 |
MUNDER CAPITAL MANAGEMENT1+ years Service code 28 480 PIERCE STREET · BIRMINGHAM, MI 48009 | Investment Management | $23,816 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $13,700 |
Filed as: HONIGMAN MILLER SCHWARTZ AND COHN L Service code 28 2290 FIRST NATIONAL BUILDING · DETROIT, MI 48226 | Investment Management | $7,215 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $122,655-100.0% | $522,682-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 12.6%-12.6pp | 48.7%-48.7pp |
| Annual return | -1.58% | -5.77%+4.2pp | -3.43%+1.8pp | -2.16%+0.6pp |
| Employer contribution / active EE | $0 | $38,102-100.0% | $25,607-100.0% | $42,949-100.0% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |