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 |
|---|---|---|
AON CONSULTING7 years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 | Recordkeeping | $262,346 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $118,352 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $73,446 |
COMERICA BANK7 years Filed as: COMERICA INCORPORATED Service code 18 · EIN 42-1741646 | Custodial (securities); Float revenue... | $67,172 |
PLANTE & MORAN, PLLC9+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $49,950 |
Filed as: CLEVELAND GILBREATH LLC Service code 29 1266 WEST PACES FERRY ROAD, NO. 590 · ATLANTA, GA 30327 | Legal | $19,617 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON Service code 28 · EIN 04-2755549 | Investment Management | $19,259 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant 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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 7.20% | 8.00%-0.8pp | 7.69%-0.5pp | 37.77%-30.6pp |
| Employer contribution / active EE | $6,756 | $15,902-57.5% | $28,501-76.3% | $15,798-57.2% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |