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| Provider | Service type | Compensation |
|---|---|---|
IUBAC2+ years Service code 13 · EIN 53-0038250 620 F ST NW · WASHINGTON, DC 20004 | Contract Administrator | $348,874 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $70,040 |
CHEIRON2+ years Service code 11 · EIN 13-4125617 | Actuarial | $48,950 |
CALIBRE CPA GROUP PLLC2+ years Service code 10 · EIN 47-0900880 | Accounting | $37,700 |
BASYS2+ years Filed as: BASYS, INC Service code 50 · EIN 52-1796473 | Direct Payment | $22,389 |
EBERTS & HARRISON2+ years Filed as: EBERTS & HARRISON INC. Service code 22 · EIN 52-0816262 | Insurance Broker | $14,414 |
ULLICO2+ years Service code 28 · EIN 13-1423090 | Investment Management | $12,485 |
AMALGAMATED2+ years Filed as: AMALGAMATED INVESTMENT SERVICES Service code 28 · EIN 13-4920330 | Investment Management | $8,359 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $5,971 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 | Advisory (Plan) | $5,063 |
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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 | $35,636-100.0% | $115,939-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.8%-1.8pp |
| Annual return | 7.34% | 4.82%+2.5pp | 3.97%+3.4pp | 7.18%+0.2pp |
| Employer contribution / active EE | $20,522 | $12,725+61.3% | $28,168-27.1% | $13,095+56.7% |
| Participant deferral / active EE | $0 | $526-100.0% | $274-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,837-100.0% | $362-100.0% |