| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED3 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $2,212,000 |
HIRTLE, CALLAGHAN & COMPANY7+ years Service code 51 · EIN 26-2821689 | Investment Mgmt Fees | $151,798 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Service code 11 · EIN 26-1370698 | Actuarial | $124,582 |
SCHULTE ROTH & ZABEL LLP7+ years Service code 29 · EIN 13-2633996 | Legal | $79,798 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $57,540 |
Service code 49 · EIN 13-6130178 | Other Services | $43,728 |
ANDCO CONSULTING6 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $37,500 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $32,000 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $21,926 |
Service code 49 · EIN 13-3432221 | Other Services | $18,868 |
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 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 9.22% | 9.17%0pp | 8.95%+0.3pp | 13.51%-4.3pp |
| Employer contribution / active EE | $492 | $5,235-90.6% | $46,559-98.9% | $8,170-94.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $131-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |