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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED5 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $6,372,000 |
Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $2,521,229 |
CHEIRON5 years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $728,867 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $289,182 |
CLEARY, JOSEM & TRIGIANI LLP5 years Filed as: CLEARY JOSEM & TRIGIANI LLP Service code 29 · EIN 23-2657967 | Legal | $245,460 |
Service code 49 · EIN 13-3432221 | Other Services | $180,912 |
AMALGAMATED5 years Filed as: AMALGAMATED LIFE INSURANCE COMPANY Service code 49 · EIN 13-5501223 | Other Services | $146,482 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN, LEWIS & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $137,268 |
Filed as: MACNELL ACCOUNTING & CONSULTING LLP Service code 10 · EIN 30-0510353 | Accounting | $127,257 |
SOVOS COMPLIANCE, LLC6+ years Service code 49 | Other Services | $84,419 |
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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 | $0 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 3.11% | 9.90%-6.8pp | 12.68%-9.6pp | 13.18%-10.1pp |
| Employer contribution / active EE | $4,502 | $7,519-40.1% | $41,626-89.2% | $8,469-46.8% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |