| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED5 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $2,328,000 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Service code 11 · EIN 26-1370698 | Actuarial | $189,682 |
Service code 49 · EIN 13-3432221 | Other Services | $119,541 |
Service code 49 · EIN 13-6130178 | Other Services | $95,484 |
HIRTLE, CALLAGHAN & COMPANY9+ years Service code 51 · EIN 26-2821689 | Investment Mgmt Fees | $91,587 |
SCHULTE ROTH & ZABEL LLP9+ years Service code 29 · EIN 13-2633996 | Legal | $58,749 |
Service code 49 · EIN 20-3293066 | Other Services | $51,876 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $48,691 |
NOVAK FRANCELLA LLC5 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $46,000 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK, NATIONAL ASSOC Service code 51 · EIN 13-4994650 | Investment Mgmt Fees | $41,254 |
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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 0.56% | 9.90%-9.3pp | 12.68%-12.1pp | 13.18%-12.6pp |
| Employer contribution / active EE | $509 | $7,519-93.2% | $41,626-98.8% | $8,469-94.0% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |