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 |
|---|---|---|
IUBAC10+ years Service code 10 · EIN 53-0038250 | Accounting | $393,166 |
ARROWSTREET CAPITAL2 years Service code 28 · EIN 04-3472863 | Investment Management | $94,161 |
ALAN BILLER & ASSOCIATES3 years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $75,000 |
CHEIRON2 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $43,215 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $34,402 |
FUIMAN MOGILA, LLP2 years Filed as: FUIMAN MOGLIA, LLP Service code 29 5 PENN PLAZA, 23RD FLOOR · NEW YORK, NY 10001 | Legal | $22,733 |
NEWTOWER TRUST COMPANY4 years Filed as: NEW TOWER TRUST COMPANY Service code 21 · EIN 30-0872552 | Bank Trustee | $17,892 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 16 · EIN 58-2432390 | Consulting | $14,894 |
COMERICA BANK10+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $13,366 |
ULLICO2 years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $13,299 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $33,520-100.0% | $342,274-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 2.1%-2.1pp |
| Annual return | 10.62% | 8.01%+2.6pp | 8.34%+2.3pp | 7.65%+3.0pp |
| Employer contribution / active EE | $59,341 | $20,177+194.1% | $30,790+92.7% | $20,582+188.3% |
| Participant deferral / active EE | $3,716 | $2,921+27.2% | $252+1374.1% | $1,172+216.9% |
| Admin fee / account holder | $0 | $193-100.0% | $47,069-100.0% | $193-100.0% |