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 |
|---|---|---|
MARQUETTE ASSOCIATES6+ years Filed as: MARQUETTE ASSOCIATES, INC. Service code 27 180 N. LASALLE STE 3500 · CHICAGO, IL 60601 | Advisory (Plan) | $70,000 |
TIC INTERNATIONAL CORPORATION6+ years Filed as: TIC INTERNATIONAL CORPORATIOIN Service code 10 · EIN 13-2600875 | Accounting | $60,555 |
Service code 29 · EIN 83-2893229 | Legal | $30,328 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART PARTNERS, INC. Service code 28 · EIN 39-1126909 | Investment Management | $28,983 |
GOLDMAN SACHS6+ years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 · EIN 83-0473650 | Investment Management | $28,089 |
COMERICA BANK6+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $26,598 |
BENESYS, INC.6+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $23,600 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGMENT Service code 28 30 ROCKERFELLER PLAZA · NEW YORK, NY 101126300 | Investment Management | $20,599 |
Service code 10 · EIN 38-2284921 | Accounting | $19,350 |
Filed as: STEFANSKY, HOLLOWAY AND NICHOLS, PC Service code 10 · EIN 38-2388845 | Accounting | $17,416 |
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 9.02% | 6.41%+2.6pp | 8.01%+1.0pp | 11.45%-2.4pp |
| Employer contribution / active EE | $5,769 | $11,592-50.2% | $29,475-80.4% | $17,219-66.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |