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 |
|---|---|---|
Filed as: GRAYSTONE CONSULTING/MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $749,199 |
ZENITH AMERICAN SOLUTIONS2+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $255,927 |
REINHART BOERNER VAN DEUREN S.C.2+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $149,902 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC Service code 11 · EIN 35-2156428 | Actuarial | $77,213 |
COMERICA BANK1 year Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $63,264 |
THOMPSON HINE1 year Filed as: THE THOMPSON GROUP Service code 22 · EIN 45-5436292 | Insurance Broker | $45,534 |
Filed as: PAUL T. BERKOWITZ Service code 29 · EIN 36-3780998 | Legal | $40,862 |
K.B. PARRISH & CO. LLP1 year Filed as: K.B. PARRISH & COMPANY Service code 10 · EIN 35-0905983 | Accounting | $37,140 |
BENESYS, INC.2+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $19,500 |
REGIONS BANK1 year Service code 21 10869 PENDLETON PIKE · INDIANAPOLIS, IN 46236 | Bank Trustee | $12,986 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 11.50% | 12.92%-1.4pp | 10.36%+1.1pp | 17.84%-6.3pp |
| Employer contribution / active EE | $10,930 | $14,070-22.3% | $37,738-71.0% | $14,688-25.6% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |