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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK3+ years Service code 18 · EIN 13-4920330 | Investment management fees paid direc... | $511,761 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 11 · EIN 26-1370698 | Actuarial | $234,467 |
AMALGAMATED3+ years Filed as: ALICARE INCORPORATED Service code 13 · EIN 13-3432221 | Contract Administrator | $231,816 |
SCHULTE ROTH & ZABEL LLP3+ years Filed as: SCHULTE ROTH AND ZABEL LLP Service code 29 · EIN 13-2633996 | Legal | $215,262 |
JOHNSTON ASSET MANAGEMENT3+ years Service code 29 · EIN 13-3257590 | Legal | $168,250 |
BDO USA, LLP3+ years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $105,390 |
SELIG MANAGEMENT, INC.3+ years Filed as: SELIG MANAGEMENT INCORPORATED Service code 12 · EIN 11-3345757 | Claims processing; Direct payment fro... | $96,893 |
MORNEAU SHEPELL3+ years Service code 11 | Actuarial | $89,188 |
STRATEGIC ADVISORS, INC.3+ years Filed as: STRATEGIC PARTNERS Service code 27 345 PARK AVENUE · NY, NY 10154 | Advisory (Plan) | $78,374 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC 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 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 13.43% | 13.46%0pp | 9.39%+4.0pp | 17.84%-4.4pp |
| Employer contribution / active EE | $11,203 | $16,846-33.5% | $33,466-66.5% | $14,688-23.7% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |