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| Provider | Service type | Compensation |
|---|---|---|
IUBAC8+ years Service code 10 · EIN 53-0038250 | Accounting | $350,615 |
CHEIRON8+ years Service code 11 · EIN 13-4215617 | Actuarial | $52,060 |
THE SEGAL COMPANY6 years Filed as: SEGAL ADVISORS INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $46,538 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $37,500 |
CALIBRE CPA GROUP PLLC8+ years Service code 10 · EIN 47-0900880 | Accounting | $31,800 |
ULLICO3 years Filed as: THE UNION LABOR LIFE INSURANCE COMP Service code 28 · EIN 13-1423090 | Investment Management | $16,973 |
COMERICA BANK8+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $14,983 |
NEWTOWER TRUST COMPANY2 years Filed as: NEW TOWER TRUST COMPANY Service code 21 · EIN 30-0872552 | Bank Trustee | $14,462 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 16 · EIN 58-2432390 | Consulting | $11,703 |
SLEVIN & HART, P.C.1 year Service code 29 · EIN 52-1708613 | Legal | $6,497 |
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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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -9.49% | -6.78%-2.7pp | -5.85%-3.6pp | 39.82%-49.3pp |
| Employer contribution / active EE | $66,704 | $13,335+400.2% | $31,839+109.5% | $19,980+233.9% |
| Participant deferral / active EE | $3,526 | $1,175+200.0% | $2+154233.4% | $614+474.6% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |