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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED2 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $6,042,330 |
Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $1,965,295 |
CHEIRON2 years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $333,353 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $327,669 |
CLEARY, JOSEM & TRIGIANI LLP2 years Filed as: CLEARY JOSEM & TRIGIANI LLP Service code 29 · EIN 23-2657967 | Legal | $313,000 |
Service code 49 · EIN 13-3432221 | Other Services | $197,597 |
Filed as: MACNELL ACCOUNTING & CONSULTING LLP Service code 10 · EIN 30-0510353 | Accounting | $120,000 |
AMALGAMATED2 years Filed as: AMALGAMATED LIFE INSURANCE COMPANY Service code 49 · EIN 13-5501223 | Other Services | $112,115 |
SOVOS COMPLIANCE, LLC3+ years Service code 49 · EIN 46-1379693 | Other Services | $77,080 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 22 · EIN 33-0785439 | Insurance Broker | $57,759 |
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Employer contribution per participant 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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 12.96% | 17.85%-4.9pp | 9.52%+3.4pp | 13.80%-0.8pp |
| Employer contribution / active EE | $3,547 | $5,706-37.8% | $41,951-91.5% | $10,386-65.8% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |