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| Provider | Service type | Compensation |
|---|---|---|
IUBAC1+ years Service code 13 · EIN 53-0038250 | Contract Administrator | $203,480 |
MARCO CONSULTING GROUP1+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $77,133 |
CHEIRON1+ years Service code 11 · EIN 13-4215617 | Actuarial | $46,816 |
CALIBRE CPA GROUP PLLC1+ years Service code 10 · EIN 47-0900880 | Accounting | $28,700 |
ULLICO1+ years Service code 28 · EIN 13-1423090 | Investment Management | $13,526 |
EBERTS & HARRISON1+ years Service code 22 · EIN 52-0816262 | Insurance Broker | $13,293 |
COMERICA BANK1+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $11,227 |
AMALGAMATED1+ years Filed as: AMALGAMATED INVESTMENT SERVICES Service code 19 · EIN 13-4920330 | Securities Custodian | $10,490 |
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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 | $211,396-100.0% | $108,235-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 4.3%-4.3pp |
| Annual return | 0.32% | -0.83%+1.1pp | -1.08%+1.4pp | 2.81%-2.5pp |
| Employer contribution / active EE | $35,638 | $22,474+58.6% | $35,779-0.4% | $16,358+117.9% |
| Participant deferral / active EE | $2,805 | $704+298.3% | $238+1077.0% | $775+262.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $13,449-100.0% | $1,639-100.0% |