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| Provider | Service type | Compensation |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $596,829 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 33-0123114 | Investment Management | $175,445 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 26-1370698 | Actuarial | $170,107 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT LP Service code 28 · EIN 22-3367558 | Investment Management | $102,418 |
VERUS2+ years Service code 27 · EIN 91-1320111 | Advisory (Plan) | $87,500 |
AMALGAMATED BANK2+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $66,351 |
ULLICO2+ years Filed as: UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $54,848 |
ULLICO2+ years Filed as: UNION BANK Service code 99 · EIN 95-1234979 | Other Fees | $52,332 |
Service code 28 · EIN 91-1042342 | Investment Management | $48,145 |
HILL, FARRER & BURRILL LLP2+ years Service code 29 · EIN 95-2153880 | Legal | $48,132 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 6.15% | 3.63%+2.5pp | 4.16%+2.0pp | 9.19%-3.0pp |
| Employer contribution / active EE | $4,934 | $11,363-56.6% | $29,966-83.5% | $12,608-60.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |