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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED2+ years Filed as: ALICARE INC Service code 13 · EIN 13-3432221 | Contract Administrator | $549,969 |
SCHULTE ROTH & ZABEL LLP2+ years Service code 29 · EIN 12-2633996 | Legal | $236,928 |
Filed as: CONDUENT CONSULTING (FORMERLY BUCK) Service code 11 · EIN 13-3954297 | Actuarial | $153,831 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 13-5545100 | Investment Management | $98,772 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $84,985 |
HAMILTON LANE ADVISORS, LLC2+ years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $70,818 |
AMALGAMATED BANK2+ years Service code 18 · EIN 13-4920330 | Custodial (other than securities); In... | $69,104 |
SEI INVESTMENTS2+ years Filed as: SEI TRUST COMPANY Service code 28 · EIN 06-1271230 | Investment Management | $66,861 |
LANDMARK EQUITY ADVISORS LLC2+ years Filed as: LANDMARK EQUITY ADVISERS LLC Service code 27 · EIN 06-1519082 | Advisory (Plan) | $65,011 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING (FORMERLY BOGDAHN) Service code 27 · EIN 59-3676225 | Advisory (Plan) | $55,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 8.09% | 5.69%+2.4pp | 3.97%+4.1pp | 9.19%-1.1pp |
| Employer contribution / active EE | $753 | $14,808-94.9% | $28,168-97.3% | $12,608-94.0% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $274-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |