| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED1+ years Filed as: ALICARE INC. Service code 13 · EIN 13-3432221 | Contract Administrator | $18,360,303 |
SCHULTE ROTH & ZABEL LLP1+ years Service code 29 · EIN 13-2633996 | Legal | $5,356,630 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT, IN Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $2,503,496 |
AMALGAMATED BANK1+ years Service code 18 · EIN 13-4920330 | Custodial (other than securities); In... | $1,703,719 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 | Actuarial | $612,246 |
HIRTLE, CALLAGHAN & COMPANY1+ years Service code 51 · EIN 26-2821689 | Investment Mgmt Fees | $546,212 |
AMALGAMATED1+ years Filed as: ALIGRAPHICS, A DIVISION OF ALICARE Service code 49 · EIN 13-3432221 | Other Services | $438,862 |
LANDMARK EQUITY ADVISORS LLC1+ years Filed as: LANDMARK EQUITY ADVISORS, LLC Service code 51 · EIN 06-1519082 | Investment Mgmt Fees | $432,636 |
CHANGE HEALTHCARE1+ years Service code 49 · EIN 20-5591816 | Other Services | $361,807 |
THE BOGDAHN GROUP1+ years Filed as: BOGDAHN GROUP Service code 27 · EIN 59-3676225 | Advisory (Plan) | $350,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $47,522-100.0% | $846,462-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 9.2%-9.2pp |
| Annual return | -1.69% | 3.03%-4.7pp | -0.81%-0.9pp | -0.08%-1.6pp |
| Employer contribution / active EE | $1,621 | $7,443-78.2% | $38,425-95.8% | $7,991-79.7% |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $15,697-100.0% | $275-100.0% |