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| Provider | Service type | Compensation |
|---|---|---|
IUBAC5+ years Service code 13 · EIN 53-0038250 | Contract Administrator | $282,729 |
THE SEGAL COMPANY3 years Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $88,542 |
CHEIRON5+ years Service code 11 · EIN 13-4215617 | Actuarial | $49,754 |
CALIBRE CPA GROUP PLLC5+ years Service code 10 · EIN 47-0900880 | Accounting | $30,100 |
ULLICO5+ years Service code 28 · EIN 13-1423090 | Investment Management | $15,988 |
EBERTS & HARRISON3 years Filed as: EBERTS & HARRISON INC. Service code 22 · EIN 52-0816262 | Insurance Broker | $13,340 |
COMERICA BANK5+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $10,779 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 16 · EIN 58-2432390 | Consulting | $6,633 |
AMALGAMATED5+ years Filed as: AMALGAMATED INVESTMENT SERVICES Service code 28 · EIN 13-4920330 | Investment Management | $5,682 |
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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 | $46,244-100.0% | $161,646-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 2.8%-2.8pp |
| Annual return | 15.68% | 12.11%+3.6pp | 12.93%+2.8pp | 16.32%-0.6pp |
| Employer contribution / active EE | $50,095 | $18,276+174.1% | $35,210+42.3% | $17,007+194.6% |
| Participant deferral / active EE | $3,201 | $1,114+187.2% | $458+599.5% | $406+688.0% |
| Admin fee / account holder | $0 | $127-100.0% | $4,659-100.0% | $127-100.0% |