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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK5+ years Service code 18 · EIN 13-4920330 | Investment management fees paid indir... | $444,732 |
SCHULTE ROTH & ZABEL LLP5+ years Filed as: SCHULTE ROTH AND ZABEL LLP Service code 29 · EIN 13-2633996 | Legal | $263,270 |
AMALGAMATED1 year Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $256,686 |
Filed as: HORIZON Service code 11 · EIN 26-1370698 | Actuarial | $199,737 |
JOHNSTON ASSET MANAGEMENT5+ years Service code 29 · EIN 13-3257590 | Legal | $193,652 |
MORNEAU SHEPELL5+ years Service code 11 | Actuarial | $133,385 |
SELIG MANAGEMENT, INC.5+ years Filed as: SELIG MANAGEMENT INCORPORATED Service code 12 · EIN 11-3345757 | Direct payment from the plan; Claims ... | $109,219 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $60,000 |
NOVAK FRANCELLA LLC1 year Service code 10 · EIN 61-1436956 | Accounting | $44,000 |
CYNOMYS,INC.5+ years Service code 11 · EIN 22-3007300 | Actuarial | $42,032 |
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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 | $341,093,897-100.0% | $161,646-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 0.0%0pp |
| Annual return | 16.21% | 21.83%-5.6pp | 12.93%+3.3pp | 21.83%-5.6pp |
| Employer contribution / active EE | $11,801 | $12,237-3.6% | $35,210-66.5% | $12,237-3.6% |
| Participant deferral / active EE | $0 | $987-100.0% | $458-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,659-100.0% | $1,551,325-100.0% |