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| Provider | Service type | Compensation |
|---|---|---|
IUBAC6+ years Service code 13 · EIN 53-0038250 | Contract Administrator | $267,716 |
THE SEGAL COMPANY4 years Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $89,249 |
CHEIRON6+ years Service code 11 · EIN 13-4215617 | Actuarial | $49,744 |
CALIBRE CPA GROUP PLLC6+ years Service code 10 · EIN 47-0900880 | Accounting | $30,700 |
ULLICO1 year Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $16,678 |
COMERICA BANK6+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $10,889 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 16 · EIN 58-2432390 | Consulting | $5,052 |
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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 | $409,661-100.0% | $247,190-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 1.7%-1.7pp |
| Annual return | 7.63% | 9.30%-1.7pp | 7.87%-0.2pp | 627.08%-619.4pp |
| Employer contribution / active EE | $56,282 | $21,052+167.3% | $31,784+77.1% | $18,824+199.0% |
| Participant deferral / active EE | $3,277 | $1,264+159.3% | $241+1261.4% | $418+684.4% |
| Admin fee / account holder | $0 | $1,923-100.0% | $240,514-100.0% | $1,923-100.0% |