Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED6 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $2,574,996 |
Service code 49 · EIN 13-3432221 | Other Services | $269,999 |
Service code 51 · EIN 04-2895544 | Investment Mgmt Fees | $251,318 |
Service code 49 · EIN 82-0994119 | Other Services | $181,425 |
CLEARY, JOSEM & TRIGIANI LLP6 years Service code 29 · EIN 23-2657967 | Legal | $133,344 |
CHEIRON6 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $117,249 |
EATON VANCE3 years Filed as: EATON VANCE TRUST COMPANY Service code 51 · EIN 27-3522290 | Investment Mgmt Fees | $117,206 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $93,273 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $76,955 |
AMALGAMATED2 years Filed as: AMALGAMATED LIFE INSURANCE COMPANY Service code 49 · EIN 13-5501223 | Other Services | $60,448 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 9.76% | 8.85%+0.9pp | 9.17%+0.6pp | 8.85%+0.9pp |
| Employer contribution / active EE | $1,468 | $8,529-82.8% | $40,523-96.4% | $8,529-82.8% |
| Participant deferral / active EE | $0 | $399-100.0% | $42-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |