Filed January 28, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 36-4389114 | Actuarial | $170,168 |
ELLWOOD ASSOCIATES2+ years Service code 27 · EIN 36-3121777 | Advisory (Plan) | $45,646 |
MCDERMOTT WILL & EMERY LLP2+ years Filed as: MCDERMOTT, WILL & EMERY Service code 29 · EIN 36-1453176 | Legal | $40,449 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLC Service code 10 · EIN 39-0859910 | Accounting | $8,100 |
COMERICA BANK2+ years Filed as: COMERICA Service code 19 · EIN 38-0477375 | Securities Custodian | $6,909 |
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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 2.37% | 45.66%-43.3pp | 5.00%-2.6pp | 11.88%-9.5pp |
| Employer contribution / active EE | $2,995 | $9,637-68.9% | $35,918-91.7% | $14,612-79.5% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |