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 |
|---|---|---|
MARCO CONSULTING GROUP6+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $229,749 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 94-1503999 | Actuarial | $85,136 |
TIFFANY LENA6+ years Service code 29 · EIN 56-0452052 | Legal | $53,940 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE 2 Service code 30 · EIN 95-6123049 | Employee (plan) | $36,459 |
EMPLOYEE 51 year Filed as: EMPLOYEE 3 Service code 30 · EIN 95-6123049 | Employee (plan) | $31,590 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $30,855 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE 1 Service code 30 · EIN 95-6123049 | Employee (plan) | $26,860 |
Service code 99 · EIN 95-6053541 | Other Fees | $24,709 |
MICHAEL F. YATES & COMPANY, INC.6+ years Filed as: MICHAEL SUROWITZ Service code 10 · EIN 23-2336426 | Accounting | $18,773 |
COMERICA BANK3 years Service code 19 · EIN 94-2535107 | Securities Custodian | $10,724 |
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 9.96% | 6.41%+3.5pp | 8.01%+1.9pp | 11.45%-1.5pp |
| Employer contribution / active EE | $15,646 | $11,592+35.0% | $29,475-46.9% | $17,219-9.1% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |