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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 31-1582098 | Actuarial | $327,897 |
Filed as: AMCU & RDSEU LOCAL 342 WELFARE Service code 15 · EIN 11-1896894 | Recordkeeping | $302,750 |
Filed as: AMCU & RDSEU LOCAL 342 GROUP LEGAL Service code 15 · EIN 11-2547525 | Recordkeeping | $141,681 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 | Investment Management | $67,962 |
AMALGAMATED BANK3+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $46,896 |
QUAN-VEST CONSULTANTS, INC.3+ years Filed as: QUAN-VEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 | Advisory (Plan) | $45,000 |
WEDGE CAPITAL MANAGEMENT3+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $44,658 |
PROSKAUER ROSE LLP3+ years Service code 29 · EIN 13-1840454 | Legal | $29,791 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $27,477 |
MD SASS3+ years Filed as: M.D. SASS ASSOCIATES INC Service code 28 · EIN 13-2704843 | Investment Management | $26,718 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $169,910-100.0% | $158,640-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.4%-35.4pp | 22.2%-22.2pp | 45.9%-45.9pp |
| Annual return | 11.24% | 9.33%+1.9pp | 10.66%+0.6pp | 10.21%+1.0pp |
| Employer contribution / active EE | $0 | $36,456-100.0% | $30,880-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $49-100.0% | $65-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,630-100.0% | $1,478-100.0% | $13,518-100.0% |