| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED3 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $10,014,000 |
SCHULTE ROTH & ZABEL LLP7+ years Service code 29 · EIN 13-2633996 | Legal | $1,920,021 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $762,632 |
AMALGAMATED BANK7+ years Service code 18 · EIN 13-4920330 | Investment management fees paid direc... | $731,783 |
WILLIAM BLAIR3 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $510,816 |
Service code 49 · EIN 13-3432221 | Other Services | $462,311 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Service code 11 · EIN 26-1370698 | Actuarial | $420,941 |
HAMILTON LANE ADVISORS, LLC7+ years Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $387,049 |
AMALGAMATED6 years Filed as: AMALGAMATED LIFE INSURANCE COMPANY Service code 49 · EIN 13-5501223 | Other Services | $309,222 |
ANDCO CONSULTING6 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $262,500 |
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 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 16.62% | 9.17%+7.5pp | 8.95%+7.7pp | 13.51%+3.1pp |
| Employer contribution / active EE | $3,214 | $5,235-38.6% | $46,559-93.1% | $8,170-60.7% |
| Participant deferral / active EE | $0 | $488-100.0% | $131-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |