| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED2 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $10,361,000 |
SCHULTE ROTH & ZABEL LLP6+ years Service code 29 · EIN 13-2633996 | Legal | $2,239,963 |
AMALGAMATED BANK6+ years Service code 18 · EIN 13-4920330 | Investment management fees paid direc... | $1,184,645 |
HAMILTON LANE ADVISORS, LLC6+ years Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $676,618 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $566,528 |
LAZARD ASSET MANAGEMENT6+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $427,928 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $356,896 |
ANDCO CONSULTING5 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $350,000 |
Service code 49 · EIN 13-3432221 | Other Services | $337,105 |
AMALGAMATED5 years Filed as: AMALGAMATED LIFE INSURANCE COMPANY Service code 49 · EIN 13-5501223 | Other Services | $332,927 |
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 8.44% | 17.85%-9.4pp | 9.52%-1.1pp | 13.80%-5.4pp |
| Employer contribution / active EE | $4,019 | $5,706-29.6% | $41,951-90.4% | $10,386-61.3% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |