Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Service code 11 · EIN 53-0181291 | Actuarial | $113,619 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $42,916 |
BDO USA, LLP1 year Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $37,816 |
GREGORY J SCHWARTZ & COMPANY INC2+ years Filed as: SCHWARTZ & CO. Service code 27 · EIN 38-2117812 | Advisory (Plan) | $7,489 |
AON CONSULTING2+ years Filed as: AON Service code 15 · EIN 27-2436452 | Recordkeeping | $5,236 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 10.98% | 7.00%+4.0pp | 4.95%+6.0pp | 8.21%+2.8pp |
| Employer contribution / active EE | $0 | $13,750-100.0% | $20,917-100.0% | $13,841-100.0% |
| Participant deferral / active EE | $0 | $186-100.0% | $188-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |