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| Provider | Service type | Compensation |
|---|---|---|
IUBAC3+ years Service code 13 · EIN 53-0038250 | Contract Administrator | $216,422 |
THE SEGAL COMPANY1 year Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $83,425 |
CHEIRON3+ years Service code 11 · EIN 13-4215617 | Actuarial | $47,597 |
CALIBRE CPA GROUP PLLC3+ years Service code 10 · EIN 47-0900880 | Accounting | $28,700 |
ULLICO3+ years Service code 28 · EIN 13-1423090 | Investment Management | $14,649 |
EBERTS & HARRISON1 year Filed as: EBERTS & HARRISON INC. Service code 22 · EIN 52-0816262 | Insurance Broker | $11,694 |
COMERICA BANK3+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $9,802 |
AMALGAMATED3+ years Filed as: AMALGAMATED INVESTMENT SERVICES Service code 28 · EIN 13-4920330 | Investment Management | $8,666 |
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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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 12.60% | 10.88%+1.7pp | 9.39%+3.2pp | 13.95%-1.3pp |
| Employer contribution / active EE | $41,792 | $18,458+126.4% | $33,466+24.9% | $16,598+151.8% |
| Participant deferral / active EE | $2,904 | $2,276+27.6% | $657+341.9% | $511+468.2% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |