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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED4 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $2,572,878 |
Service code 49 · EIN 82-0994119 | Other Services | $121,121 |
Service code 51 · EIN 04-2895544 | Investment Mgmt Fees | $116,697 |
CHEIRON4 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $90,946 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $78,015 |
EATON VANCE1 year Filed as: EATON VANCE TRUST COMPANY Service code 51 · EIN 27-3522290 | Investment Mgmt Fees | $74,563 |
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $69,285 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $61,665 |
Service code 49 · EIN 13-3432221 | Other Services | $60,911 |
UNITE HERE HEALTH5+ years Service code 10 · EIN 23-7385560 | Accounting | $52,456 |
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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 | $1,469,698-100.0% | $788,447-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -16.33% | -15.08%-1.2pp | -3.21%-13.1pp | 7.68%-24.0pp |
| Employer contribution / active EE | $1,177 | $5,566-78.8% | $46,051-97.4% | $9,142-87.1% |
| Participant deferral / active EE | $0 | $0 | $31-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $46,258-100.0% | $19,323-100.0% |