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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED3 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $6,301,137 |
Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $1,994,006 |
Service code 49 · EIN 13-3432221 | Other Services | $306,891 |
CHEIRON3 years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $266,224 |
HIRTLE, CALLAGHAN & COMPANY4+ years Service code 51 · EIN 26-2821689 | Investment Mgmt Fees | $239,344 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $202,897 |
CLEARY, JOSEM & TRIGIANI LLP3 years Filed as: CLEARY JOSEM & TRIGIANI LLP Service code 29 · EIN 23-2657967 | Legal | $201,300 |
Filed as: MACNELL ACCOUNTING & CONSULTING LLP Service code 10 · EIN 30-0510353 | Accounting | $124,089 |
AMALGAMATED3 years Filed as: AMALGAMATED LIFE INSURANCE COMPANY Service code 49 · EIN 13-5501223 | Other Services | $110,104 |
SOVOS COMPLIANCE, LLC4+ years Service code 49 | Other Services | $80,714 |
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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 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 14.44% | 9.17%+5.3pp | 8.95%+5.5pp | 13.51%+0.9pp |
| Employer contribution / active EE | $2,624 | $5,235-49.9% | $46,559-94.4% | $8,170-67.9% |
| Participant deferral / active EE | $0 | $488-100.0% | $131-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |