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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK10+ years Service code 18 · EIN 13-4920330 | Custodial (securities); Investment ma... | $777,123 |
SCHULTE ROTH & ZABEL LLP10+ years Filed as: SCHULTE ROTH AND ZABEL LLP Service code 29 · EIN 13-2633996 | Legal | $409,213 |
AMALGAMATED6 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $246,655 |
JOHNSTON ASSET MANAGEMENT10+ years Service code 29 · EIN 13-3257590 | Legal | $193,658 |
Filed as: HORIZON Service code 11 · EIN 26-1370698 | Actuarial | $154,443 |
HAMILTON LANE ADVISORS, LLC2 years Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $108,384 |
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH Service code 11 | Actuarial | $93,540 |
NOVAK FRANCELLA LLC6 years Service code 10 · EIN 61-1436956 | Accounting | $58,000 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 22 · EIN 37-0785439 | Insurance Broker | $40,777 |
CYNOMYS,INC.10+ years Service code 11 · EIN 22-3007300 | Actuarial | $38,543 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 8.17% | 9.30%-1.1pp | 8.34%-0.2pp | 9.30%-1.1pp |
| Employer contribution / active EE | $15,664 | $12,551+24.8% | $30,790-49.1% | $12,551+24.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $252-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |