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 |
|---|---|---|
SMITH & HOWARD, PC1+ years Filed as: SMITH BARNEY CONSULTING Service code 21 · EIN 13-2919773 40701 WOODWARD AVE, STE 200 · BLOOMFIELD HILLS, MI 48304 | Bank Trustee | $140,139 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MGR Service code 24 · EIN 80-0175963 ONE FINANCIAL CENTER, 24TH FLOOR · BOSTON, MA 02111 | Discretionary Trustee | $119,057 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 8601 GEORGIA AVENUE, STE 700 · SILVER SPRING, MD 20910 | Actuarial | $79,742 |
MDT ADVISORS1+ years Filed as: MDT ADVISOR MGMT Service code 24 · EIN 94-3267050 125 HIGH STREET, 21ST FLOOR · BOSTON, MA 02110 | Discretionary Trustee | $60,417 |
ING-CBRE CLARION1+ years Service code 24 · EIN 58-2442755 201 KING OF PRUSSIA ROAD, STE 600 · RADNOR, PA 19087 | Discretionary Trustee | $47,296 |
MICHAEL G. MAHER1+ years Service code 30 · EIN 38-6234363 6931 MONROE ROAD · DUCK LAKE, MI 49284 | Employee (plan) | $42,908 |
WENTWORTH HAUSER & VIOLICH1+ years Filed as: WENTWORTH, HAUSER & VIOLICH Service code 24 · EIN 91-1639191 301 BATTERY STREET, STE 400 · SAN FRANCISCO, CA 94111 | Discretionary Trustee | $38,224 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ASSET MGMT Service code 24 · EIN 74-2798841 5900 SOUTHWEST PKWY, BLDG I STE 100 · AUSTIN, TX 78735 | Discretionary Trustee | $38,050 |
RIDGEWORTH1+ years Filed as: NFJ INVESTMENT MGR Service code 24 · EIN 75-2555709 PO BOX 51029 · LOS ANGELES, CA 90051 | Discretionary Trustee | $35,726 |
DAVID DUFFY CPA PLLC1+ years Service code 10 · EIN 38-2771817 26622 WOODWARD AVE, STE 250 · ROYAL OAK, MI 48067 | Accounting | $34,704 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return 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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -3.06% | 5.13%-8.2pp | 4.74%-7.8pp | 7.18%-10.2pp |
| Employer contribution / active EE | $14,368 | $14,689-2.2% | $36,089-60.2% | $13,095+9.7% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |