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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED6 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADM. Service code 13 · EIN 13-3432221 | Contract Administrator | $78,682 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $40,000 |
NEW ENGLAND PENSION CONSULTANTS10+ years Filed as: NEW ENGLAND PENSION CONSULTANT Service code 17 · EIN 26-1429809 | Pension Consulting | $15,000 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $10,500 |
LITTLER MENDELSON, P.C.10+ years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $5,775 |
ULLICO8 years Service code 23 | Insurance brokerage commissions and f... | $3,363 |
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT Service code 23 · EIN 46-0619194 | Insurance services; Insurance brokera... | $0 |
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $937,755-100.0% | $468,422-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.5%-30.5pp | - |
| Annual return | -1.59% | 72.14%-73.7pp | 6.89%-8.5pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $43,785-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $44-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $1,988-100.0% | - |