Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 34-1217340 | Other Fees | $77,553 |
COMERICA BANK10+ years Service code 28 411 WEST LAFAYETTE BLVD · DETROIT, MI 48226 | Investment Management | $36,416 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 1111 SUPERIOR AVE · CLEVELAND, OH 44114 | Advisory (Plan) | $24,000 |
YURCHYK & DAVIS CPA'S, INC.3 years Service code 10 · EIN 34-1638235 3701 BOARDMAN CANFIELD RD · CANFIELD, OH 44406 | Accounting | $17,900 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,143 | $106,351-65.1% | $105,223-64.7% | $103,975-64.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 75.0%+25.0pp | 72.5%+27.5pp |
| Annual return | 6.74% | 11.69%-5.0pp | 180.65%-173.9pp | 19.41%-12.7pp |
| Employer contribution / active EE | $3,367 | $5,336-36.9% | $3,689-8.7% | $3,722-9.6% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $5,072-100.0% | $5,343-100.0% |
| Admin fee / account holder | $56 | $316-82.4% | $8,859-99.4% | $332-83.3% |