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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK2+ years Service code 18 · EIN 13-4920330 | Custodial (securities); Custodial (ot... | $396,031 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 26-1370698 | Actuarial | $375,792 |
SCHULTE ROTH & ZABEL LLP2+ years Filed as: SCHULTE ROTH AND ZABEL LLP Service code 29 · EIN 13-2633996 | Legal | $342,293 |
AMALGAMATED2+ years Filed as: ALICARE INCORPORATED Service code 13 · EIN 13-3432221 | Contract Administrator | $231,660 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC PARTNERS Service code 27 345 PARK AVENUE · NY, NY 10154 | Advisory (Plan) | $159,269 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 29 · EIN 13-3257590 | Legal | $148,767 |
MORNEAU SHEPELL2+ years Service code 11 | Actuarial | $122,835 |
SELIG MANAGEMENT, INC.2+ years Filed as: SELIG MANAGEMENT INCORPORATED Service code 12 · EIN 11-3345757 | Claims processing; Direct payment fro... | $86,647 |
BDO USA, LLP2+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $70,744 |
THE BOGDAHN GROUP2+ years Filed as: BOGDAHN GROUP Service code 27 · EIN 59-3676225 | Advisory (Plan) | $60,000 |
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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 | $381,942,733-100.0% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 8.73% | 5.69%+3.0pp | 3.97%+4.8pp | 9.19%-0.5pp |
| Employer contribution / active EE | $10,951 | $14,808-26.0% | $28,168-61.1% | $12,608-13.1% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $274-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |