Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED3+ years Filed as: ALICARE, INC. Service code 13 · EIN 13-3432221 | Contract Administrator | $1,118,795 |
AMALGAMATED2 years Filed as: AMALGAMATED LIFE INSURANCE COMPANY Service code 49 · EIN 13-5501223 | Other Services | $49,883 |
SOVOS COMPLIANCE, LLC1 year Filed as: SOVO COMPLIANCE, LLC Service code 49 · EIN 46-1379693 | Other Services | $49,883 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $42,031 |
BDO USA, LLP3+ years Service code 10 · EIN 13-5381590 | Accounting | $32,355 |
AMALGAMATED BANK3+ years Service code 50 · EIN 13-4920330 | Direct Payment | $27,294 |
CHANGE HEALTHCARE3+ years Service code 49 · EIN 20-5591816 | Other Services | $23,961 |
Service code 49 · EIN 13-6130178 | Other Services | $23,961 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $425,338-100.0% | $411,917-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 35.6%-35.6pp | 16.2%-16.2pp | 45.9%-45.9pp |
| Annual return | 326.46% | 9.03%+317.4pp | 10.36%+316.1pp | 10.21%+316.2pp |
| Employer contribution / active EE | $0 | $48,592-100.0% | $37,738-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $154-100.0% | $137-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $16,407-100.0% | $15,661-100.0% | $13,518-100.0% |