| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED6 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $10,978,000 |
SCHULTE ROTH & ZABEL LLP10+ years Service code 29 · EIN 13-2633996 | Legal | $2,218,548 |
Service code 49 · EIN 13-3432221 | Other Services | $1,143,659 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $698,309 |
HAMILTON LANE ADVISORS, LLC10+ years Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $661,154 |
AMALGAMATED BANK10+ years Service code 18 · EIN 13-4920330 | Investment management fees paid indir... | $553,780 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 | Actuarial | $489,813 |
LAZARD ASSET MANAGEMENT10+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $426,095 |
Filed as: SKYHARBOR CAPITAL MANAGEMENT, LLC Service code 51 · EIN 45-3058471 | Investment Mgmt Fees | $281,591 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $262,500 |
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 7.56% | 8.48%-0.9pp | 9.17%-1.6pp | 8.48%-0.9pp |
| Employer contribution / active EE | $5,771 | $9,949-42.0% | $40,523-85.8% | $9,949-42.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $42-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |