| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED1 year Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $10,248,000 |
SCHULTE ROTH & ZABEL LLP2 years Filed as: SCHULTE RORH & ZABEL LLP Service code 29 · EIN 13-2633996 | Legal | $4,083,104 |
AMALGAMATED BANK5+ years Service code 18 · EIN 13-4920330 | Custodial (other than securities); In... | $2,571,496 |
LANDMARK EQUITY ADVISORS LLC5+ years Filed as: LANDMARK EQUITY ADVISORS, LLC Service code 51 · EIN 06-1519082 | Investment Mgmt Fees | $639,183 |
Filed as: HARDMAN JOHNSTON INVESTMENT MANAGEM Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $515,726 |
HAMILTON LANE ADVISORS, LLC5+ years Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $470,722 |
Service code 49 · EIN 13-3432221 | Other Services | $453,117 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Service code 11 · EIN 26-1370698 | Actuarial | $373,711 |
ANDCO CONSULTING4 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $350,000 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $269,561 |
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 14.94% | 18.43%-3.5pp | 14.64%+0.3pp | 24.48%-9.5pp |
| Employer contribution / active EE | $5,044 | $6,699-24.7% | $41,831-87.9% | $9,418-46.4% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |