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 |
|---|---|---|
CONLIN'S FURNITURE6+ years Filed as: CONLIN, MCKENNEY & PHILBRICK, P.C. Service code 29 · EIN 38-2772489 | Legal | $187,682 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF ANN ARBOR Service code 18 · EIN 38-3252110 | Direct payment from the plan; Investm... | $167,373 |
ANN ARBOR BENEFIT ADMINISTRATORS6+ years Service code 13 · EIN 38-2866123 | Contract Administrator | $115,494 |
Filed as: ROYAL BANK OF CANADA Service code 16 · EIN 41-1416330 | Consulting | $97,500 |
THE SEGAL COMPANY2 years Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $81,343 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 27 · EIN 20-8080381 | Advisory (Plan) | $26,367 |
POLK AND ASSOCIATES, P.L.C.4 years Filed as: POLK & ASSOCIATES Service code 10 · EIN 38-3388760 | Accounting | $25,710 |
Filed as: NATIONAL REAL ESTATE ADVISORS LLC Service code 28 · EIN 26-2237421 | Investment Management | $23,864 |
ULLICO3 years Service code 22 · EIN 13-2988846 | Insurance Broker | $16,146 |
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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 30.43% | 24.46%+6.0pp | 11.08%+19.3pp | 13.24%+17.2pp |
| Employer contribution / active EE | $14,896 | $11,981+24.3% | $28,418-47.6% | $14,616+1.9% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |