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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED5 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $225,817 |
Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $222,137 |
Filed as: HORIZON Service code 11 · EIN 26-1370698 | Actuarial | $204,026 |
JOHNSTON ASSET MANAGEMENT9+ years Service code 29 · EIN 13-3257590 | Legal | $177,555 |
AMALGAMATED BANK9+ years Service code 18 · EIN 13-4920330 | Custodial (securities); Investment ma... | $124,870 |
SCHULTE ROTH & ZABEL LLP9+ years Filed as: SCHULTE ROTH AND ZABEL LLP Service code 29 · EIN 13-2633996 | Legal | $124,244 |
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH Service code 11 | Actuarial | $85,000 |
NOVAK FRANCELLA LLC5 years Service code 10 · EIN 61-1436956 | Accounting | $75,000 |
ANDCO CONSULTING6 years Service code 27 · EIN 59-3676225 | Advisory (Plan) | $52,500 |
Filed as: ALLIANT INSURANCE SERVICES INC Service code 22 · EIN 37-0785439 | Insurance Broker | $42,452 |
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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 | $13,363-100.0% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 15.9%-15.9pp | 2.2%-2.2pp |
| Annual return | 12.64% | 9.11%+3.5pp | 9.36%+3.3pp | 9.11%+3.5pp |
| Employer contribution / active EE | $14,985 | $12,231+22.5% | $31,270-52.1% | $12,231+22.5% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $263-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |