| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED4+ years Filed as: ALICARE INC. Service code 13 · EIN 13-3432221 | Contract Administrator | $10,637,000 |
SCHULTE ROTH & ZABEL LLP1 year Filed as: SCHULTE RORH & ZABEL LLP Service code 29 · EIN 13-2633996 | Legal | $3,196,302 |
AMALGAMATED BANK4+ years Service code 18 · EIN 13-4920330 | Investment management fees paid direc... | $1,959,427 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT, IN Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $1,330,795 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Service code 11 · EIN 26-1370698 | Actuarial | $552,169 |
Filed as: HARDMAN JOHNSTON INVESTMENT MANAGEM Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $525,020 |
ANDCO CONSULTING3 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $350,000 |
AMALGAMATED4+ years Filed as: ALIGRAPHICS, A DIVISION OF ALICARE Service code 49 · EIN 13-3432221 | Other Services | $327,154 |
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $322,180 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $316,940 |
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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -31.18% | -4.58%-26.6pp | -2.18%-29.0pp | -1.95%-29.2pp |
| Employer contribution / active EE | $2,508 | $6,699-62.6% | $38,751-93.5% | $9,243-72.9% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |