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| Provider | Service type | Compensation |
|---|---|---|
SCHULTE ROTH & ZABEL LLP3+ years Service code 29 · EIN 12-2633996 | Legal | $573,586 |
AMALGAMATED3+ years Filed as: ALICARE INC Service code 13 · EIN 13-3432221 | Contract Administrator | $519,004 |
Filed as: CONDUENT HR CONSULTING LLC Service code 11 · EIN 13-3954297 | Actuarial | $194,998 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 13-5545100 | Investment Management | $95,235 |
AMALGAMATED BANK3+ years Service code 18 · EIN 13-4920330 | Custodial (securities); Investment ma... | $86,243 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $82,596 |
SEI INVESTMENTS3+ years Filed as: SEI TRUST COMPANY Service code 28 · EIN 06-1271230 | Investment Management | $72,176 |
HAMILTON LANE ADVISORS, LLC3+ years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $68,734 |
LANDMARK EQUITY ADVISORS LLC3+ years Filed as: LANDMARK EQUITY ADVISERS LLC Service code 27 · EIN 06-1519082 | Advisory (Plan) | $66,298 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $62,250 |
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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 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 12.76% | 13.46%-0.7pp | 9.39%+3.4pp | 17.84%-5.1pp |
| Employer contribution / active EE | $768 | $16,846-95.4% | $33,466-97.7% | $14,688-94.8% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |