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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED1+ years Filed as: ALICARE INC. Service code 13 · EIN 13-3432221 | Contract Administrator | $5,853,000 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN INVESTMENT, INC. Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $1,240,595 |
CLEARY, JOSEM & TRIGIANI LLP1+ years Filed as: CLEARY, JOSEM AND TRIGIANI, LLP Service code 29 · EIN 23-2657967 | Legal | $297,323 |
CHEIRON1+ years Filed as: CHEIRON, INC. Service code 50 · EIN 13-4215617 | Direct Payment | $283,355 |
MORGAN LEWIS1+ years Filed as: MORGAN, LEWIS AND BROCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $250,755 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 16 · EIN 26-1370698 | Consulting | $222,704 |
AMALGAMATED1+ years Filed as: ALIGRAPHICS, A DIVISION OF ALICARE Service code 49 · EIN 13-3432221 | Other Services | $198,280 |
THE SEGAL COMPANY1+ years Filed as: SEGAL MARCOS ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $155,000 |
Filed as: SS & C TECHNOLOGIES, INC. Service code 15 · EIN 06-1169696 | Recordkeeping | $105,116 |
Filed as: LEGACY PLAN OF THE NRF Service code 49 · EIN 13-6130178 | Other Services | $84,838 |
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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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 0.00% | -4.58%+4.6pp | -2.18%+2.2pp | -1.95%+1.9pp |
| Employer contribution / active EE | $3,200 | $6,699-52.2% | $38,751-91.7% | $9,243-65.4% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |