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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC5+ years Filed as: CAP TRUST Service code 27 525 W. MONROE #560 · CHICAGO, IL 60661 | Advisory (Plan) | $62,500 |
MACALA & PIATT, LLC2 years Filed as: MACALA & PIATT L.L.C Service code 29 601 S. MAIN · NORTH CANTON, OH 44720 | Legal | $61,917 |
CUNI, RUST & STRENK5+ years Service code 11 4555 LAKE FORREST DR., SUITE 620 · CINCINNATI, OH 452423760 | Actuarial | $59,900 |
BENEFITS MANAGEMENT GROUP, INC.5+ years Service code 13 1520 KENSINGTON RD., SUITE 200 · OAK BROOK, IL 60523 | Contract Administrator | $56,437 |
COMERICA BANK5+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $29,688 |
Filed as: WRUBEL, WESLEY AND COMPANY CPAS Service code 10 100 E. BIG BEAVER RD., SUITE 330 · TROY, MI 48083 | Accounting | $17,500 |
BOYD WATTERSON ASSET MANAGEMENT5+ years Filed as: BOYD WATTERSON Service code 28 · EIN 45-2061717 | Investment Management | $13,091 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $362,723-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 2.8%-2.8pp |
| Annual return | 14.55% | 11.52%+3.0pp | 10.56%+4.0pp | 16.32%-1.8pp |
| Employer contribution / active EE | $34,133 | $11,821+188.7% | $30,199+13.0% | $17,007+100.7% |
| Participant deferral / active EE | $0 | $406-100.0% | $33-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,168-100.0% | $127-100.0% |