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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK6+ years Service code 18 · EIN 13-4920330 | Investment management fees paid indir... | $444,476 |
AMALGAMATED2 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $255,913 |
JOHNSTON ASSET MANAGEMENT6+ years Service code 29 · EIN 13-3257590 | Legal | $218,930 |
SCHULTE ROTH & ZABEL LLP6+ years Filed as: SCHULTE ROTH AND ZABEL LLP Service code 29 · EIN 13-2633996 | Legal | $217,831 |
Filed as: HORIZON Service code 11 · EIN 26-1370698 | Actuarial | $211,351 |
SELIG MANAGEMENT, INC.6+ years Filed as: SELIG MANAGEMENT INCORPORATED Service code 12 · EIN 11-3345757 | Direct payment from the plan; Claims ... | $110,678 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $72,000 |
MORNEAU SHEPELL6+ years Service code 11 | Actuarial | $66,280 |
ANDCO CONSULTING3 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $60,000 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 22 · EIN 37-0785439 | Insurance Broker | $35,887 |
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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 | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 10.26% | 12.86%-2.6pp | 7.87%+2.4pp | 12.86%-2.6pp |
| Employer contribution / active EE | $12,633 | $13,687-7.7% | $31,784-60.3% | $13,687-7.7% |
| Participant deferral / active EE | $0 | $833-100.0% | $241-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $240,514-100.0% | - |