| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED6 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $2,438,000 |
SCHULTE ROTH & ZABEL LLP10+ years Service code 29 · EIN 13-2633996 | Legal | $269,934 |
HORIZON ACTUARIAL SERVICES, LLC10+ years Service code 11 · EIN 26-1370698 | Actuarial | $179,962 |
NOVAK FRANCELLA LLC6 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $94,000 |
Service code 49 · EIN 13-6130178 | Other Services | $84,649 |
HIRTLE, CALLAGHAN & COMPANY10+ years Service code 51 · EIN 26-2821689 | Investment Mgmt Fees | $68,135 |
Service code 49 · EIN 13-3432221 | Other Services | $53,189 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $51,708 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $46,042 |
Service code 49 · EIN 20-3293066 | Other Services | $39,076 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 7.45% | 8.85%-1.4pp | 9.17%-1.7pp | 8.85%-1.4pp |
| Employer contribution / active EE | $519 | $8,529-93.9% | $40,523-98.7% | $8,529-93.9% |
| Participant deferral / active EE | $0 | $399-100.0% | $42-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |