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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED3+ years Filed as: ALICARE INC Service code 13 · EIN 13-3432221 | Contract Administrator | $76,218 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON ASSET SERVICING Service code 28 · EIN 13-5160382 | Investment Management | $50,050 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $41,063 |
NEW ENGLAND PENSION CONSULTANTS3+ years Filed as: NEW ENGLAND PENSION CONSULTANT Service code 17 · EIN 26-1429809 | Pension Consulting | $30,000 |
LITTLER MENDELSON, P.C.3+ years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $11,706 |
BUCKLEY, FRAME, BOUDREAU & CO., P.C1 year Filed as: BUCKLEY FRAME, BOUDREAU & COMPANY Service code 10 · EIN 06-0931761 | Accounting | $9,500 |
AMALGAMATED BANK2 years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,000 |
ULLICO1 year Service code 23 | Insurance services; Insurance brokera... | $4,286 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $233,564-100.0% | $256,121-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | - |
| Annual return | 1.12% | 28.83%-27.7pp | 9.60%-8.5pp | - |
| Employer contribution / active EE | $0 | $15,177-100.0% | $45,595-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $255-100.0% | - |
| Admin fee / account holder | $0 | $24,504-100.0% | $9,523-100.0% | - |