Filed June 18, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP4 years Service code 17 · EIN 34-1213174 | Pension Consulting | $102,917 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE Service code 27 · EIN 13-4994650 | Advisory (Plan) | $96,013 |
MILLER KAPLAN ARASE LLP4 years Filed as: MILLER CANFIELD PADDOCK Service code 29 150 WEST JEFFERSON STE 2500 · DETROIT, MI 48226 | Legal | $28,999 |
COMERICA BANK4 years Filed as: COMERICA Service code 27 · EIN 38-1998421 | Advisory (Plan) | $21,738 |
FORVIS, LLP3 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $14,105 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $273,772-100.0% | $255,499-100.0% | $328,120-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 32.7%-32.7pp | 34.1%-34.1pp |
| Annual return | -1.36% | 6.69%-8.1pp | 6.84%-8.2pp | 13.02%-14.4pp |
| Employer contribution / active EE | $0 | $31,317-100.0% | $29,902-100.0% | $34,257-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $13-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,241-100.0% | $39,117-100.0% |