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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK7+ years Service code 18 · EIN 13-4920330 | Investment management fees paid direc... | $629,531 |
SCHULTE ROTH & ZABEL LLP7+ years Filed as: SCHULTE ROTH AND ZABEL LLP Service code 29 · EIN 13-2633996 | Legal | $457,443 |
AMALGAMATED3 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $296,645 |
JOHNSTON ASSET MANAGEMENT7+ years Service code 29 · EIN 13-3257590 | Legal | $278,623 |
Filed as: HORIZON Service code 11 · EIN 26-1370698 | Actuarial | $200,686 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 11 | Actuarial | $167,575 |
ANDCO CONSULTING1 year Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $60,000 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 | Accounting | $44,281 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 22 · EIN 37-0785439 | Insurance Broker | $38,846 |
BEINS, AXELROD P.C.7+ years Filed as: BEINS,AXELROD P.C. Service code 31 · EIN 52-1713905 | Direct payment from the plan; Named f... | $21,838 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $444,552-100.0% | $151,098-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 16.3%-16.3pp | 3.7%-3.7pp |
| Annual return | -6.38% | 15.63%-22.0pp | 11.31%-17.7pp | 15.63%-22.0pp |
| Employer contribution / active EE | $16,382 | $11,476+42.8% | $35,729-54.1% | $11,476+42.8% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $237-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $20,124-100.0% | $429-100.0% |