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: MORGAN STANLEY Service code 17 · EIN 26-4310632 | Pension Consulting | $90,021 |
MERCER1 year Filed as: MERCER (US), INC. Service code 11 · EIN 13-2834414 | Actuarial | $32,701 |
COMERICA BANK2+ years Filed as: COMERICA Service code 18 · EIN 42-1741646 | Custodial (securities); Shareholder s... | $17,485 |
Filed as: LATEEF INVESTMENT MANAGEMENT, LP Service code 28 · EIN 94-6330378 | Investment Management | $14,531 |
PLANTE & MORAN, PLLC2+ years Service code 10 · EIN 38-1357951 | Accounting | $11,035 |
NATIXIS ADVISORS LP1 year Filed as: NATIXIS ADVISORS, LP Service code 28 · EIN 04-3274056 | Investment Management | $9,044 |
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 | $29,595-100.0% | $260,109-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 4.0%-4.0pp | 43.2%-43.2pp | 11.3%-11.3pp |
| Annual return | 11.05% | 14.65%-3.6pp | 8.93%+2.1pp | 10.41%+0.6pp |
| Employer contribution / active EE | $25,260 | $18,218+38.7% | $43,470-41.9% | $14,691+71.9% |
| Participant deferral / active EE | $0 | $64-100.0% | $223-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,327-100.0% | $1,225-100.0% | $2,646-100.0% |