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| Provider | Service type | Compensation |
|---|---|---|
IUBAC4+ years Service code 13 · EIN 53-0038250 | Contract Administrator | $252,783 |
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $87,788 |
CHEIRON4+ years Service code 11 · EIN 13-4215617 | Actuarial | $48,635 |
CALIBRE CPA GROUP PLLC4+ years Service code 10 · EIN 47-0900880 | Accounting | $29,500 |
ULLICO4+ years Service code 28 · EIN 13-1423090 | Investment Management | $15,213 |
EBERTS & HARRISON2 years Filed as: EBERTS & HARRISON INC. Service code 22 · EIN 52-0816262 | Insurance Broker | $12,340 |
COMERICA BANK4+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $10,502 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 16 · EIN 58-2432390 | Consulting | $7,832 |
AMALGAMATED4+ years Filed as: AMALGAMATED INVESTMENT SERVICES Service code 28 · EIN 13-4920330 | Investment Management | $7,268 |
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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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | -3.22% | -0.95%-2.3pp | -0.67%-2.6pp | -0.69%-2.5pp |
| Employer contribution / active EE | $44,031 | $18,555+137.3% | $31,731+38.8% | $16,786+162.3% |
| Participant deferral / active EE | $3,023 | $1,384+118.4% | $473+538.7% | $525+475.5% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |