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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED2+ years Filed as: ALICARE, INC. Service code 13 · EIN 13-3432221 | Contract Administrator | $1,273,909 |
AMALGAMATED1 year Filed as: AMALGAMATED LIFE INSURANCE COMPANY Service code 49 · EIN 13-5501223 | Other Services | $40,413 |
SOVOS COMPLIANCE, LLC1 year Service code 49 · EIN 46-1379693 | Other Services | $40,413 |
CHANGE HEALTHCARE2+ years Service code 49 · EIN 20-5591816 | Other Services | $33,926 |
Service code 49 · EIN 13-6130178 | Other Services | $33,926 |
AMALGAMATED BANK2+ years Service code 50 · EIN 13-4920330 | Direct Payment | $30,771 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $29,336 |
SCHULTE ROTH & ZABEL LLP2+ years Service code 29 · EIN 13-2633996 | Legal | $7,102 |
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 | $364,560-100.0% | $374,107-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 45.9%-45.9pp | 22.0%-22.0pp | 45.6%-45.6pp |
| Annual return | 327.95% | 3.93%+324.0pp | 4.74%+323.2pp | 4.16%+323.8pp |
| Employer contribution / active EE | $0 | $47,405-100.0% | $36,089-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $59-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $11,576-100.0% | $10,677-100.0% | $21,465-100.0% |