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| Provider | Service type | Compensation |
|---|---|---|
IUBAC2+ years Service code 13 · EIN 53-0038250 | Contract Administrator | $215,185 |
MARCO CONSULTING GROUP2+ years Service code 27 · EIN 36-3555078 | Advisory (Plan) | $78,919 |
CHEIRON2+ years Service code 11 · EIN 13-4215617 | Actuarial | $46,786 |
CALIBRE CPA GROUP PLLC2+ years Service code 10 · EIN 47-0900880 | Accounting | $28,700 |
ULLICO2+ years Service code 28 · EIN 13-1423090 | Investment Management | $14,052 |
EBERTS & HARRISON2+ years Service code 22 · EIN 52-0816262 | Insurance Broker | $13,012 |
AMALGAMATED2+ years Filed as: AMALGAMATED INVESTMENT SERVICES Service code 28 · EIN 13-4920330 | Investment Management | $9,403 |
COMERICA BANK2+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $6,774 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 · EIN 58-2432390 | Advisory (Plan) | $5,684 |
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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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 7.91% | 4.08%+3.8pp | 3.97%+3.9pp | 11.88%-4.0pp |
| Employer contribution / active EE | $37,037 | $19,692+88.1% | $28,168+31.5% | $14,612+153.5% |
| Participant deferral / active EE | $2,928 | $1,371+113.6% | $274+967.3% | $518+464.8% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |