Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED1 year Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $2,179,000 |
HIRTLE, CALLAGHAN & COMPANY5+ years Service code 51 · EIN 26-2821689 | Investment Mgmt Fees | $209,523 |
Service code 49 · EIN 13-6130178 | Other Services | $147,875 |
SHULTE ROTH & ZABEL, LLP2 years Service code 29 | Legal | $106,130 |
Service code 49 · EIN 13-3432221 | Other Services | $98,826 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Service code 11 · EIN 26-1370698 | Actuarial | $92,507 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $52,000 |
ANDCO CONSULTING4 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $50,000 |
SCHULTE ROTH & ZABEL LLP5+ years Service code 29 · EIN 13-2633996 | Legal | $37,806 |
UNITE HERE HEALTH1 year Service code 10 · EIN 23-7385560 | Accounting | $26,503 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 11.84% | 18.43%-6.6pp | 14.64%-2.8pp | 24.48%-12.6pp |
| Employer contribution / active EE | $473 | $6,699-92.9% | $41,831-98.9% | $9,418-95.0% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |