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 |
|---|---|---|
IUBAC5+ years Service code 13 · EIN 53-0038250 620 F ST NW · WASHINGTON, DC 20004 | Contract Administrator | $408,740 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $77,547 |
CHEIRON5+ years Service code 11 · EIN 13-4125617 | Actuarial | $51,917 |
CALIBRE CPA GROUP PLLC5+ years Service code 10 · EIN 47-0900880 | Accounting | $39,550 |
BASYS5+ years Filed as: BASYS, INC Service code 49 · EIN 52-1796473 | Other Services | $23,570 |
ULLICO5+ years Service code 28 · EIN 13-1423090 | Investment Management | $13,306 |
EBERTS & HARRISON5+ years Filed as: EBERTS & HARRISON INC. Service code 22 · EIN 52-0816262 | Insurance Broker | $11,532 |
COMERICA BANK5+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $8,935 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 | Advisory (Plan) | $5,543 |
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 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 15.04% | 15.47%-0.4pp | 12.93%+2.1pp | 53.27%-38.2pp |
| Employer contribution / active EE | $21,911 | $15,545+41.0% | $35,210-37.8% | $14,774+48.3% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |