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| Provider | Service type | Compensation |
|---|---|---|
MICHIGAN U.P. IBEW PENSION PLAN LLC10+ years Service code 10 · EIN 90-0532398 | Accounting | $162,000 |
Service code 29 · EIN 59-1126909 | Legal | $52,166 |
FIRST BANK7 years Service code 19 · EIN 38-2641378 | Securities Custodian | $42,306 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL Service code 27 · EIN 59-3676225 | Advisory (Plan) | $40,000 |
UNITED ACTUARIAL SERVCIES10+ years Service code 11 · EIN 35-2156428 | Actuarial | $25,633 |
BENDA, GRACE, STULZ & COMPANY, P.C.10+ years Service code 10 · EIN 38-2284921 | Accounting | $16,200 |
ANDERSON, TACKMAN & COMPANY, PLC10+ years Service code 10 · EIN 38-1977929 | Accounting | $9,250 |
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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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.89% | 11.08%+1.8pp | 8.10%+4.8pp | 8.76%+4.1pp |
| Employer contribution / active EE | $21,063 | $13,910+51.4% | $28,649-26.5% | $16,650+26.5% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |