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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK8+ years Service code 18 · EIN 13-4920330 | Custodial (other than securities); In... | $623,034 |
SCHULTE ROTH & ZABEL LLP8+ years Filed as: SCHULTE ROTH AND ZABEL LLP Service code 29 · EIN 13-2633996 | Legal | $304,156 |
AMALGAMATED4 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $244,894 |
Filed as: HORIZON Service code 11 · EIN 26-1370698 | Actuarial | $211,483 |
JOHNSTON ASSET MANAGEMENT8+ years Service code 29 · EIN 13-3257590 | Legal | $203,626 |
ANDCO CONSULTING5 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $85,000 |
MORNEAU SHEPELL2 years Filed as: LIFEWORKS Service code 11 | Actuarial | $83,100 |
NOVAK FRANCELLA LLC4 years Service code 10 · EIN 61-1436956 | Accounting | $69,000 |
KOSKIE MINSKY LLP8+ years Service code 29 | Legal | $62,918 |
LOWENSTEIN SANDLER LLP1 year Service code 29 · EIN 46-0920520 | Legal | $55,960 |
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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 | $2,456,633-100.0% | $748,470-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 21.7%-21.7pp | 1.5%-1.5pp |
| Annual return | -12.65% | 23.41%-36.1pp | 0.46%-13.1pp | 23.41%-36.1pp |
| Employer contribution / active EE | $14,185 | $12,650+12.1% | $35,480-60.0% | $12,650+12.1% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $231-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $29,938-100.0% | $14,884-100.0% |