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| Provider | Service type | Compensation |
|---|---|---|
IUBAC9+ years Service code 10 · EIN 53-0038250 | Accounting | $574,471 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $67,310 |
CHEIRON4 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $58,799 |
ARROWSTREET CAPITAL1 year Service code 28 · EIN 04-3472863 | Investment Management | $57,770 |
CALIBRE CPA GROUP PLLC9+ years Service code 10 · EIN 47-0900880 | Accounting | $43,050 |
ULLICO4 years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $21,144 |
O'DWYER & BERNSTEIN, LLP1 year Filed as: O'DWYER & BERNSTIEN, LLP Service code 29 8 E 41ST STREET, 8TH FLOOR · NEW YORK, NY 10017 | Legal | $11,250 |
NEWTOWER TRUST COMPANY3 years Filed as: NEW TOWER TRUST COMPANY Service code 21 · EIN 30-0872552 | Bank Trustee | $10,009 |
COMERICA BANK9+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $7,637 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 16 · EIN 58-2432390 | Consulting | $7,576 |
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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 | $92,238-100.0% | $163,428-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 15.9%-15.9pp | 2.3%-2.3pp |
| Annual return | 10.72% | 7.85%+2.9pp | 9.36%+1.4pp | 37.74%-27.0pp |
| Employer contribution / active EE | $24,191 | $16,947+42.7% | $31,270-22.6% | $15,788+53.2% |
| Participant deferral / active EE | $0 | $3,293-100.0% | $263-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $1,044-100.0% | $9,460-100.0% | $9,287-100.0% |