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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED6 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $5,375,004 |
Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $1,201,228 |
CHEIRON6 years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $500,520 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $298,810 |
Service code 49 · EIN 13-3432221 | Other Services | $185,466 |
AMALGAMATED6 years Filed as: AMALGAMATED LIFE INSURANCE COMPANY Service code 49 · EIN 13-5501223 | Other Services | $165,737 |
CLEARY, JOSEM & TRIGIANI LLP6 years Filed as: CLEARY JOSEM & TRIGIANI LLP Service code 29 · EIN 23-2657967 | Legal | $165,591 |
Filed as: MACNELL ACCOUNTING & CONSULTING LLP Service code 10 · EIN 30-0510353 | Accounting | $138,355 |
SOVOS COMPLIANCE, LLC7+ years Service code 49 | Other Services | $73,601 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $55,446 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 8.08% | 8.85%-0.8pp | 9.17%-1.1pp | 8.85%-0.8pp |
| Employer contribution / active EE | $5,745 | $8,529-32.6% | $40,523-85.8% | $8,529-32.6% |
| Participant deferral / active EE | $0 | $399-100.0% | $42-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |