| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED2+ years Filed as: ALICARE INC. Service code 13 · EIN 13-3432221 | Contract Administrator | $17,459,333 |
SCHULTE ROTH & ZABEL LLP2+ years Service code 29 · EIN 13-2633996 | Legal | $3,841,135 |
AMALGAMATED BANK2+ years Service code 18 · EIN 13-4920330 | Investment management fees paid indir... | $2,310,111 |
Filed as: INCUS CAPITAL ADVISORS SL Service code 52 | Indirect Investment Fees | $1,768,629 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT, IN Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $1,316,349 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 26-1370698 | Actuarial | $1,254,382 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES LLS Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $614,649 |
STRATEGIC ADVISORS, INC.2+ years Filed as: STRATEGIC PARTNERS FUND SOLUTIONS Service code 51 · EIN 26-0288589 | Investment Mgmt Fees | $614,649 |
LANDMARK EQUITY ADVISORS LLC2+ years Filed as: LANDMARK EQUITY ADVISORS, LLC Service code 51 · EIN 06-1519082 | Investment Mgmt Fees | $453,516 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $379,716 |
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 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | 5.87% | 7.64%-1.8pp | 4.74%+1.1pp | 10.64%-4.8pp |
| Employer contribution / active EE | $2,118 | $7,500-71.8% | $36,089-94.1% | $11,561-81.7% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |