Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2 years Filed as: THE BRICE GROUP/ MORGAN STANLEY Service code 28 34901 WOODWARD AVENUE, SUITE 300 · BIRMINGHAM, MI 48009 | Investment Management | $223,967 |
AON CONSULTING5+ years Service code 11 · EIN 22-2221888 | Actuarial | $94,169 |
COMERICA BANK5+ years Filed as: COMERICA BANK & TRUST Service code 18 101 NORTH MAIN STREET · ANN ARBOR, MI 48104 | Direct payment from the plan; Trustee... | $14,236 |
Filed as: STURGIS BANK AND TRUST Service code 10 113-125 EAST CHICAGO ROAD · STURGIS, MI 49091 | Accounting | $12,750 |
PLANTE & MORAN, PLLC2 years Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $11,750 |
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 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 18.82% | 12.96%+5.9pp | 20.73%-1.9pp | 16.32%+2.5pp |
| Employer contribution / active EE | $0 | $12,913-100.0% | $36,503-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $538 | $148+262.7% | $77+595.2% | $406+32.4% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |