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 |
|---|---|---|
BARCLAY PLANNING GROUP1 year Service code 15 345 DIVERSION STREET, SUITE 400 · ROCHESTER, MI 48307 | Recordkeeping | $48,207 |
CAPFINANCIAL PARTNERS LLC7+ years Filed as: CAPTRUST INVESTMENT ADVISORS Service code 27 8031 M-15 · CLARKSTON, MI 48348 | Advisory (Plan) | $27,842 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 9.03% | 11.70%-2.7pp | 7.32%+1.7pp | 18.35%-9.3pp |
| Employer contribution / active EE | $1,043 | $9,106-88.5% | $23,426-95.5% | $14,669-92.9% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |