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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED6 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $1,161,721 |
SOVOS COMPLIANCE, LLC9 years Service code 49 | Other Services | $46,779 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $40,449 |
NOVAK FRANCELLA LLC2 years Service code 10 · EIN 61-1436956 | Accounting | $28,000 |
AMALGAMATED9 years Filed as: AMALGAMATED LIFE INSURANCE COMPANY Service code 49 · EIN 13-5501223 | Other Services | $22,802 |
ZELIS PAYMENT HOLDINGS, LLC3 years Filed as: ZELIS PAYMENTS HOLDING LLC Service code 49 · EIN 84-3069529 | Other Services | $22,802 |
AMALGAMATED BANK10+ years Service code 50 · EIN 13-4920330 | Direct Payment | $20,252 |
SCHULTE ROTH & ZABEL LLP2 years Filed as: SCHULTE ROTH & ZABEL, LLP Service code 29 · EIN 13-2633996 | Legal | $12,763 |
Filed as: ALLIANT INSURANCES SERVICES, INC Service code 22 | Insurance Broker | $7,505 |
Filed as: ALLIANT INSURANCE SERVICES, INC Service code 22 · EIN 33-0785439 | Insurance Broker | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $937,755-100.0% | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | - |
| Annual return | 357.99% | 72.14%+285.8pp | 9.17%+348.8pp | - |
| Employer contribution / active EE | $0 | $14,822-100.0% | $40,523-100.0% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $42-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $17,411-100.0% | - |