| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED5 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $10,626,000 |
SCHULTE ROTH & ZABEL LLP9+ years Service code 29 · EIN 13-2633996 | Legal | $1,578,729 |
HAMILTON LANE ADVISORS, LLC9+ years Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $969,070 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $640,243 |
Service code 49 · EIN 13-3432221 | Other Services | $530,437 |
LAZARD ASSET MANAGEMENT9+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $507,787 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Service code 11 · EIN 26-1370698 | Actuarial | $421,877 |
AMALGAMATED BANK9+ years Service code 18 · EIN 13-4920330 | Custodial (other than securities); In... | $362,404 |
AMALGAMATED8 years Filed as: AMALGAMATED LIFE INSURANCE COMPANY Service code 49 · EIN 13-5501223 | Other Services | $342,717 |
WILLIAM BLAIR5 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $296,454 |
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 | $0 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 12.11% | 9.90%+2.2pp | 12.68%-0.6pp | 13.18%-1.1pp |
| Employer contribution / active EE | $3,392 | $7,519-54.9% | $41,626-91.9% | $8,469-60.0% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |