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 |
|---|---|---|
TED WINDSOR & ASSOCIATES2+ years Service code 11 · EIN 36-4374704 | Actuarial | $52,913 |
STUDIO MECHANICS LOCAL 4762+ years Service code 15 · EIN 36-2088664 | Recordkeeping | $48,896 |
WAMPLER & ASSOCIATES, LLC2+ years Service code 10 · EIN 32-0106897 | Accounting | $41,336 |
Service code 27 | Advisory (Plan) | $18,125 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $17,925 |
PNC BANK, N.A.2+ years Filed as: PNC BANK Service code 27 · EIN 22-1146430 | Advisory (Plan) | $15,055 |
FGMK, LLC2+ years Service code 10 · EIN 36-2929601 | Accounting | $13,263 |
Filed as: JACOB BURNS ORLOVE & HERNANDES Service code 29 · EIN 36-2425981 | Legal | $11,037 |
Filed as: MESIROW INSURANCE SERVICE INC Service code 23 · EIN 36-3429604 | Direct payment from the plan; Insuran... | $5,261 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $18,392,177-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 0.0%0pp |
| Annual return | 7.59% | 9.19%-1.6pp | 3.99%+3.6pp | 9.19%-1.6pp |
| Employer contribution / active EE | $4,038 | $12,608-68.0% | $38,279-89.5% | $12,608-68.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $386-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $140,034-100.0% | $2,655,710-100.0% |