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| Provider | Service type | Compensation |
|---|---|---|
IUBAC4+ years Service code 13 · EIN 53-0038250 620 F ST NW · WASHINGTON, DC 20004 | Contract Administrator | $374,346 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $76,887 |
CHEIRON4+ years Service code 11 · EIN 13-4125617 | Actuarial | $55,017 |
CALIBRE CPA GROUP PLLC4+ years Service code 10 · EIN 47-0900880 | Accounting | $38,800 |
BASYS4+ years Filed as: BASYS, INC Service code 49 · EIN 52-1796473 | Other Services | $23,721 |
ULLICO4+ years Service code 28 · EIN 13-1423090 | Investment Management | $12,963 |
EBERTS & HARRISON4+ years Filed as: EBERTS & HARRISON INC. Service code 22 · EIN 52-0816262 | Insurance Broker | $12,853 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $8,924 |
SLEVIN & HART, P.C.2 years Filed as: SLEVIN & HART P.C. Service code 29 · EIN 52-1708613 | Legal | $7,532 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 | Advisory (Plan) | $6,687 |
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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 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | -1.21% | -1.84%+0.6pp | -0.67%-0.5pp | 0.19%-1.4pp |
| Employer contribution / active EE | $21,047 | $15,717+33.9% | $31,731-33.7% | $13,763+52.9% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |