| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED3+ years Filed as: ALICARE INC Service code 13 · EIN 13-3432221 | Contract Administrator | $3,730,000 |
HORIZON ACTUARIAL SERVICES, LLC3+ years Service code 11 · EIN 26-1370698 | Actuarial | $194,268 |
HIRTLE, CALLAGHAN & COMPANY3+ years Service code 51 · EIN 26-2821689 | Investment Mgmt Fees | $178,285 |
BDO USA, LLP2 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $83,367 |
Service code 49 · EIN 13-6130178 | Other Services | $72,000 |
ALIGRAPHICS, A DIVISION OF AEBA3+ years Filed as: ALIGRAPHICS Service code 49 · EIN 13-3432221 | Other Services | $71,268 |
SCHULTE ROTH & ZABEL LLP3+ years Service code 29 · EIN 13-2633996 | Legal | $56,956 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $50,000 |
Service code 51 · EIN 52-1200960 | Investment Mgmt Fees | $35,846 |
Filed as: SS&C TECHNOLOGIES Service code 15 · EIN 06-1169696 | Recordkeeping | $14,723 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $14,491,905-100.0% | $411,917-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 5.3%-5.3pp |
| Annual return | 6.11% | 13.90%-7.8pp | 10.36%-4.2pp | 1057.21%-1051.1pp |
| Employer contribution / active EE | $723 | $9,853-92.7% | $37,738-98.1% | $14,374-95.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $137-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $15,661-100.0% | $81,210-100.0% |