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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED4+ years Filed as: ALICARE, INC. Service code 13 · EIN 13-3432221 | Contract Administrator | $1,262,702 |
AMALGAMATED3 years Filed as: AMALGAMATED LIFE INSURANCE COMPANY Service code 49 · EIN 13-5501223 | Other Services | $52,894 |
SOVOS COMPLIANCE, LLC2 years Filed as: SOVO COMPLIANCE, LLC Service code 49 · EIN 46-1379693 | Other Services | $52,894 |
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $31,930 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $27,532 |
AMALGAMATED BANK4+ years Service code 50 · EIN 13-4920330 | Direct Payment | $25,172 |
CHANGE HEALTHCARE4+ years Service code 49 · EIN 20-5591816 | Other Services | $16,184 |
Service code 49 · EIN 13-6130178 | Other Services | $16,184 |
SCHULTE ROTH & ZABEL LLP4+ years Service code 29 · EIN 13-2633996 | Legal | $5,055 |
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 | $233,278-100.0% | $379,314-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 37.6%-37.6pp | 17.4%-17.4pp | 46.4%-46.4pp |
| Annual return | 317.81% | -2.89%+320.7pp | -2.18%+320.0pp | -82.67%+400.5pp |
| Employer contribution / active EE | $0 | $50,326-100.0% | $38,751-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $170-100.0% | $151-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $4,632-100.0% | $4,180-100.0% | $11,204-100.0% |