| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED4+ years Filed as: ALICARE INC Service code 13 · EIN 13-3432221 | Contract Administrator | $2,004,000 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Service code 11 · EIN 26-1370698 | Actuarial | $205,954 |
HIRTLE, CALLAGHAN & COMPANY4+ years Service code 51 · EIN 26-2821689 | Investment Mgmt Fees | $153,609 |
Service code 49 · EIN 13-6130178 | Other Services | $85,500 |
BDO USA, LLP3 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $84,460 |
SHULTE ROTH & ZABEL, LLP1 year Service code 29 | Legal | $70,936 |
ANDCO CONSULTING3 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $50,000 |
AMALGAMATED1 year Filed as: ALIGRAPHICS (DIV OF ALICARE INC) Service code 49 · EIN 13-3432221 | Other Services | $47,124 |
SCHULTE ROTH & ZABEL LLP4+ years Service code 29 · EIN 13-2633996 | Legal | $32,240 |
Service code 51 · EIN 52-1200960 | Investment Mgmt Fees | $21,524 |
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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -62.67% | -4.58%-58.1pp | -2.18%-60.5pp | -1.95%-60.7pp |
| Employer contribution / active EE | $470 | $6,699-93.0% | $38,751-98.8% | $9,243-94.9% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |