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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF ANN ARBOR Service code 18 · EIN 38-3252110 | Direct payment from the plan; Custodi... | $134,528 |
ANN ARBOR BENEFIT ADMINISTRATORS2+ years Service code 13 · EIN 38-2866123 | Contract Administrator | $102,918 |
THE SEGAL COMPANY2+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $77,312 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542819 | Consulting | $73,067 |
CONLIN'S FURNITURE2+ years Filed as: CONLIN, MCKENNEY & PHILBRICK, P.C. Service code 29 · EIN 38-2772489 | Legal | $51,674 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 50 · EIN 26-2237421 | Direct Payment | $27,612 |
ROGOW & LONEY, PC2+ years Service code 10 · EIN 38-2971941 | Accounting | $24,005 |
ULLICO2+ years Filed as: ULLICO CASUALTY GROUP Service code 22 · EIN 52-2197710 | Insurance Broker | $22,767 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 50 · EIN 20-8080381 | Direct Payment | $22,564 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 13.56% | 11.78%+1.8pp | 8.32%+5.2pp | 23.90%-10.3pp |
| Employer contribution / active EE | $14,491 | $11,309+28.1% | $30,793-52.9% | $16,539-12.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |