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| Provider | Service type | Compensation |
|---|---|---|
CLARITY IN NUMBERS1+ years Filed as: CLARITY IN NUMBERS, LLC. Service code 11 · EIN 26-1935435 | Actuarial | $172,160 |
Filed as: STRATEGIC CAPITAL Service code 27 · EIN 36-4268991 | Advisory (Plan) | $21,000 |
MCDERMOTT WILL & EMERY LLP1+ years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-6868046 | Legal | $20,396 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $16,394 |
COMERICA BANK1+ years Filed as: COMERICA Service code 21 · EIN 38-0477275 | Bank Trustee | $10,854 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $117,535-100.0% | $108,235-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 42.4%-42.4pp | 32.2%-32.2pp | 48.7%-48.7pp |
| Annual return | -0.83% | -1.67%+0.8pp | -1.08%+0.2pp | -2.16%+1.3pp |
| Employer contribution / active EE | $72,222 | $44,358+62.8% | $35,779+101.9% | $42,957+68.1% |
| Participant deferral / active EE | $0 | $230-100.0% | $238-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $17,025-100.0% | $13,449-100.0% | $12,572-100.0% |