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| Provider | Service type | Compensation |
|---|---|---|
AMALGAMATED5 years Filed as: AMALGAMATED EMPLOYEE BENEFITS ADMIN Service code 13 · EIN 13-3432221 | Contract Administrator | $2,599,000 |
Service code 49 · EIN 82-0994119 | Other Services | $146,197 |
CLEARY, JOSEM & TRIGIANI LLP5 years Service code 29 · EIN 23-2657967 | Legal | $129,048 |
EATON VANCE2 years Filed as: EATON VANCE TRUST COMPANY Service code 51 · EIN 27-3522290 | Investment Mgmt Fees | $127,740 |
Service code 51 · EIN 04-2895544 | Investment Mgmt Fees | $117,232 |
CHEIRON5 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $97,051 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $90,402 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $72,647 |
Service code 49 · EIN 13-3432221 | Other Services | $62,384 |
THE SEGAL COMPANY3 years Filed as: SEGAL ADVISORS, INC Service code 27 · EIN 13-2646110 | Advisory (Plan) | $57,549 |
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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 | $0 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 10.24% | 9.90%+0.3pp | 12.68%-2.4pp | 13.18%-2.9pp |
| Employer contribution / active EE | $1,601 | $7,519-78.7% | $41,626-96.2% | $8,469-81.1% |
| Participant deferral / active EE | $0 | $0 | $96-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |