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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED1 year Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMI Service code 13 · EIN 13-3432221 | Contract Administrator | $66,275 |
COHEN & STEERS6 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $12,120 |
GITOMER & BERENHOLZ, PC8+ years Service code 10 · EIN 23-2749598 | Accounting | $11,250 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,008-100.0% | $163,428-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 20.4%-20.4pp | 16.1%-16.1pp | 55.8%-55.8pp |
| Annual return | 289.24% | 9.19%+280.0pp | 9.36%+279.9pp | 24.42%+264.8pp |
| Employer contribution / active EE | $0 | $35,866-100.0% | $31,270-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $149-100.0% | $263-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,697-100.0% | $9,460-100.0% | $22,079-100.0% |