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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED1 year Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $1,187,064 |
AMALGAMATED4 years Filed as: AMALGAMATED LIFE INSURANCE COMPANY Service code 49 · EIN 13-5501223 | Other Services | $50,879 |
SOVOS COMPLIANCE, LLC3 years Filed as: SOVO COMPLIANCE, LLC Service code 49 | Other Services | $45,334 |
AMALGAMATED BANK5+ years Service code 50 · EIN 13-4920330 | Direct Payment | $33,310 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $27,701 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $18,000 |
REDCARD1 year Service code 49 · EIN 20-5388701 | Other Services | $5,545 |
SCHULTE ROTH & ZABEL LLP5+ years Service code 29 · EIN 13-2633996 | Legal | $5,069 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 22 · EIN 33-0785439 | Insurance Broker | $4,580 |
SOVOS COMPLIANCE, LLC1 year Filed as: SOVO COMPLIANCE LLC Service code 49 · EIN 46-1379693 | Other Services | $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 | $354,213-100.0% | $568,132-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 21.0%-21.0pp | 47.3%-47.3pp |
| Annual return | 411.72% | 12.49%+399.2pp | 14.64%+397.1pp | 12.16%+399.6pp |
| Employer contribution / active EE | $0 | $52,238-100.0% | $41,831-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $219-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,274-100.0% | $36,942-100.0% | $17,640-100.0% |