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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED4+ years Filed as: ALICARE INC Service code 13 · EIN 13-3432221 | Contract Administrator | $74,431 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON ASSET SERVICING Service code 28 · EIN 13-5160382 | Investment Management | $45,833 |
THE SEGAL COMPANY4+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $45,768 |
NEW ENGLAND PENSION CONSULTANTS4+ years Filed as: NEW ENGLAND PENSION CONSULTANT Service code 17 · EIN 26-1429809 | Pension Consulting | $25,500 |
LITTLER MENDELSON, P.C.4+ years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $18,288 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $9,500 |
AMALGAMATED BANK3 years Service code 19 · EIN 13-4920330 | Securities Custodian | $6,082 |
ULLICO2 years Service code 23 | Insurance brokerage commissions and f... | $4,283 |
THE SEGAL COMPANY1 year 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $261,924-100.0% | $261,924-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 56.0%-56.0pp | 36.8%-36.8pp | 46.4%-46.4pp |
| Annual return | -10.71% | -4.13%-6.6pp | -2.99%-7.7pp | -82.66%+72.0pp |
| Employer contribution / active EE | $0 | $49,596-100.0% | $41,623-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $35-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $38,841-100.0% | $38,841-100.0% | $11,204-100.0% |