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 |
|---|---|---|
SARAH PADGETT6 years Service code 30 · EIN 38-6233909 P O BOX 71337 · MADISON HEIGHTS, MI 48071 | Direct payment from the plan; Employe... | $40,661 |
E CRAIG YOUNG7 years Service code 30 · EIN 38-6233909 P O BOX 71337 · MADISON HEIGHTS, MI 48071 | Employee (plan); Direct payment from ... | $38,363 |
BENESYS, INC.8+ years Filed as: UNITED ACTUARIAL SERVICES INC. Service code 11 · EIN 35-2156428 11590 MERIDIAN ST,STE 610 · CARMEL, IN 46032 | Actuarial | $22,000 |
MCCLAIN SMITH & WENZ PC8+ years Service code 10 · EIN 38-3382520 6915 ROCHESTER RD, 100 · TROY, MI 48084 | Accounting | $20,732 |
COMERICA BANK8+ years Service code 19 · EIN 42-1741646 PO BOX 75000 · DETROIT, MI 48275 | Securities Custodian | $20,359 |
BENESYS, INC.6 years Filed as: BENESYS INC Service code 15 · EIN 38-2383171 700 TOWER DR · TROY, MI 48098 | Recordkeeping | $13,661 |
Service code 29 1423 E 12 MILE RD · MADISON HEIGHTS, MI 48071 | Legal | $9,877 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 34901 WOODWARD, 300 · BIRMINGHAM, MI 48009 | Advisory (Plan) | $5,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | -2.89% | 7.15%-10.0pp | 20.18%-23.1pp | 37.74%-40.6pp |
| Employer contribution / active EE | $6,886 | $13,270-48.1% | $29,108-76.3% | $15,788-56.4% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |