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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED4 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $1,158,579 |
SOVOS COMPLIANCE, LLC6 years Filed as: SOVO COMPLIANCE, LLC Service code 49 | Other Services | $45,608 |
AMALGAMATED BANK8+ years Service code 50 · EIN 13-4920330 | Direct Payment | $25,212 |
AMALGAMATED7 years Filed as: AMALGAMATED LIFE INSURANCE COMPANY Service code 49 · EIN 13-5501223 | Other Services | $23,974 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $23,907 |
REDCARD4 years Service code 49 · EIN 20-5388701 | Other Services | $17,395 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $16,000 |
Filed as: ZELIS PAYMENTS HOLDING LLC Service code 49 · EIN 84-3069529 | Other Services | $6,579 |
Filed as: ALLIANT INSURANCES SERVICES, INC. Service code 22 | Insurance Broker | $4,790 |
Filed as: ALLIANT INSURANCES SERVICES. INC. Service code 22 | Insurance Broker | $2,715 |
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 | $503,327-100.0% | $788,447-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | - |
| Annual return | 319.66% | 55.68%+264.0pp | -3.21%+322.9pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $46,051-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $46,258-100.0% | - |