| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED4 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $2,278,000 |
Service code 49 · EIN 13-3432221 | Other Services | $152,230 |
HIRTLE, CALLAGHAN & COMPANY8+ years Service code 51 · EIN 26-2821689 | Investment Mgmt Fees | $140,557 |
HORIZON ACTUARIAL SERVICES, LLC8+ years Service code 11 · EIN 26-1370698 | Actuarial | $134,043 |
Service code 49 · EIN 13-6130178 | Other Services | $79,501 |
ANDCO CONSULTING7 years Filed as: ANDCO CONSULTING, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $62,500 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $57,592 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $52,924 |
Service code 49 · EIN 20-3293066 | Other Services | $42,608 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $36,000 |
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 | $1,469,698-100.0% | $788,447-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -5.93% | -15.08%+9.2pp | -3.21%-2.7pp | 7.68%-13.6pp |
| Employer contribution / active EE | $620 | $5,566-88.9% | $46,051-98.7% | $9,142-93.2% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $46,258-100.0% | $19,323-100.0% |