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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED1 year Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $5,838,000 |
Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $1,998,121 |
CHEIRON1 year Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $395,722 |
HIRTLE, CALLAGHAN & COMPANY2+ years Service code 51 · EIN 26-2821689 | Investment Mgmt Fees | $341,706 |
Service code 49 · EIN 13-3432221 | Other Services | $327,064 |
Filed as: CLEARY JOSEM & TRIGIANI LLP Service code 29 · EIN 23-2657967 | Legal | $265,818 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $253,750 |
Filed as: MACNELL ACCOUNTING & CONSULTING LLC Service code 10 · EIN 30-0510353 | Accounting | $127,434 |
SCHULTE ROTH & ZABEL LLP1 year Filed as: SCHULTE ROTH & ZABEL, LLP Service code 29 | Legal | $106,130 |
AMALGAMATED1 year Filed as: AMALGAMATED LIFE INSURANCE COMPANY Service code 49 · EIN 13-5501223 | Other Services | $76,013 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 9.24% | 18.43%-9.2pp | 14.64%-5.4pp | 24.48%-15.2pp |
| Employer contribution / active EE | $3,513 | $6,699-47.6% | $41,831-91.6% | $9,418-62.7% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |