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| Provider | Service type | Compensation |
|---|---|---|
IUBAC3+ years Service code 13 · EIN 53-0038250 620 F ST NW · WASHINGTON, DC 20004 | Contract Administrator | $351,960 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $73,065 |
CHEIRON3+ years Service code 11 · EIN 13-4125617 | Actuarial | $50,580 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 | Accounting | $37,700 |
BASYS3+ years Filed as: BASYS, INC Service code 50 · EIN 52-1796473 | Direct Payment | $22,853 |
EBERTS & HARRISON3+ years Filed as: EBERTS & HARRISON INC. Service code 22 · EIN 52-0816262 | Insurance Broker | $13,249 |
ULLICO3+ years Service code 28 · EIN 13-1423090 | Investment Management | $12,693 |
COMERICA BANK3+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $8,466 |
AMALGAMATED3+ years Filed as: AMALGAMATED INVESTMENT SERVICES Service code 28 · EIN 13-4920330 | Investment Management | $7,511 |
SLEVIN & HART, P.C.1 year Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $6,303 |
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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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 12.10% | 12.52%-0.4pp | 9.39%+2.7pp | 23.90%-11.8pp |
| Employer contribution / active EE | $20,641 | $13,977+47.7% | $33,466-38.3% | $16,539+24.8% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |