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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED3 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $1,136,017 |
SOVOS COMPLIANCE, LLC5 years Filed as: SOVO COMPLIANCE, LLC Service code 49 | Other Services | $46,972 |
SCHULTE ROTH & ZABEL LLP7+ years Service code 29 · EIN 13-2633996 | Legal | $36,673 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $34,338 |
AMALGAMATED6 years Filed as: AMALGAMATED LIFE INSURANCE COMPANY Service code 49 · EIN 13-5501223 | Other Services | $29,327 |
REDCARD3 years Service code 49 · EIN 20-5388701 | Other Services | $29,327 |
AMALGAMATED BANK7+ years Service code 50 · EIN 13-4920330 | Direct Payment | $24,692 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $24,000 |
Service code 29 · EIN 38-3024220 | Legal | $5,071 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 22 · EIN 33-0785439 | Insurance Broker | $4,790 |
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 | $514,344-100.0% | $454,052-100.0% | - |
| Participation rate | 0.0% | 33.3%-33.3pp | 18.4%-18.4pp | - |
| Annual return | 330.84% | 59.12%+271.7pp | 8.95%+321.9pp | - |
| Employer contribution / active EE | $0 | $15,022-100.0% | $46,559-100.0% | - |
| Participant deferral / active EE | $0 | $160-100.0% | $131-100.0% | - |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |