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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED BANK3+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $21,986 |
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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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 14.97% | 11.00%+4.0pp | 9.39%+5.6pp | 10.41%+4.6pp |
| Employer contribution / active EE | $14,327 | $16,132-11.2% | $33,466-57.2% | $14,691-2.5% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |