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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED2 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 333 WESTCHESTER AVENUE · WHITE PLAINS, NY 10604 | Contract Administrator | $64,836 |
GITOMER & BERENHOLZ, PC7+ years Service code 10 · EIN 23-2749598 445 SHADY LANE · HUNTINGDON VALLEY, PA 19006 | Accounting | $15,000 |
COHEN & STEERS5 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 900 THIRD AVENUE · NEW YORK, NY 100224869 | Legal | $14,771 |
THE SEGAL COMPANY3 years Filed as: SEGAL SELECT INSURANCE SERVICES INC Service code 53 · EIN 46-0619194 333 WEST 34TH STREET · NEW YORK, NY 10001 | Insurance Commissions | $665 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $503,327-100.0% | $788,447-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | - |
| Annual return | 263.81% | 55.68%+208.1pp | -3.21%+267.0pp | - |
| Employer contribution / active EE | $0 | $21,727-100.0% | $46,051-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $46,258-100.0% | - |