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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK1+ years Service code 18 · EIN 13-4920330 | Investment management fees paid direc... | $416,372 |
SCHULTE ROTH & ZABEL LLP1+ years Filed as: SCHULTE ROTH AND ZABEL LLP Service code 29 · EIN 13-2633996 | Legal | $384,363 |
AMALGAMATED1+ years Filed as: ALICARE INCORPORATED Service code 13 · EIN 13-3432221 | Contract Administrator | $232,479 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 | Actuarial | $189,747 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $157,920 |
MORNEAU SHEPELL1+ years Service code 11 | Actuarial | $102,658 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $102,256 |
SELIG MANAGEMENT, INC.1+ years Filed as: SELIG MANAGEMENT INCORPORATED Service code 50 · EIN 11-3345757 | Direct Payment | $86,549 |
INSIGHT NORTH AMERICA LLC1+ years Filed as: INSIGHT EQUITY Service code 27 1400IVIC PL SUITE 250 · SOUTHLAKE, TX 76092 | Advisory (Plan) | $85,270 |
AMERICAN FUNDS1+ years Filed as: PHAROS CAPITAL GROUP II-A LLC Service code 52 | Indirect Investment Fees | $82,395 |
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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 | $14,096,330-100.0% | $108,235-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.0%0pp |
| Annual return | -0.40% | 1.67%-2.1pp | -1.08%+0.7pp | 1.67%-2.1pp |
| Employer contribution / active EE | $10,402 | $10,506-1.0% | $35,779-70.9% | $10,506-1.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $238-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $13,449-100.0% | $66,276-100.0% |