| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED2 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $2,396,000 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Service code 11 · EIN 26-1370698 | Actuarial | $128,916 |
Service code 49 · EIN 13-6130178 | Other Services | $106,369 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $52,000 |
SHULTE ROTH & ZABEL, LLP3 years Service code 29 | Legal | $50,457 |
ANDCO CONSULTING5 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $50,000 |
SCHULTE ROTH & ZABEL LLP6+ years Service code 29 · EIN 13-2633996 | Legal | $46,265 |
Service code 49 · EIN 13-3432221 | Other Services | $43,391 |
HIRTLE, CALLAGHAN & COMPANY6+ years Service code 51 · EIN 26-2821689 | Investment Mgmt Fees | $33,314 |
Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $30,299 |
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 5.40% | 17.85%-12.5pp | 9.52%-4.1pp | 13.80%-8.4pp |
| Employer contribution / active EE | $483 | $5,706-91.5% | $41,951-98.8% | $10,386-95.3% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |