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| Provider | Service type | Compensation |
|---|---|---|
IUBAC7+ years Service code 13 · EIN 53-0038250 | Contract Administrator | $512,542 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $65,201 |
CHEIRON2 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $51,920 |
CALIBRE CPA GROUP PLLC7+ years Service code 10 · EIN 47-0900880 | Accounting | $37,000 |
ULLICO2 years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $13,419 |
COMERICA BANK7+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $9,914 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 21 · EIN 30-0872552 | Bank Trustee | $7,773 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC Service code 49 · EIN 23-2182079 | Other Services | $7,312 |
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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 | $1,472,696-100.0% | $151,098-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 0.7%-0.7pp |
| Annual return | 17.49% | 15.51%+2.0pp | 11.31%+6.2pp | 13.24%+4.2pp |
| Employer contribution / active EE | $23,053 | $18,592+24.0% | $35,729-35.5% | $14,616+57.7% |
| Participant deferral / active EE | $0 | $2,191-100.0% | $237-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $20,124-100.0% | $4,137-100.0% |