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| Provider | Service type | Compensation |
|---|---|---|
OLD GLORY ASSET MANAGEMENT10+ years Filed as: OLD GLORY ASSET MANAGEMENT LLC Service code 28 · EIN 90-0065134 | Investment Management | $217,780 |
Service code 28 · EIN 34-1922005 | Investment Management | $179,531 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 28 · EIN 06-1050034 | Investment Management | $164,857 |
ZENITH AMERICAN SOLUTIONS8 years Service code 13 · EIN 52-1590516 | Contract Administrator | $67,968 |
QUAN-VEST CONSULTANTS, INC.10+ years Filed as: QUANVEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $58,080 |
FOUNDRY PARTNERS7 years Filed as: FOUNDRY PARTNERS LLC Service code 28 1660 W. SECOND STREET, SUITE 910 · CLEVELAND, OH 44113 | Investment Management | $56,128 |
ATALANTA SOSNOFF10+ years Service code 28 · EIN 20-0461050 | Investment Management | $44,944 |
Filed as: MARSHALL & MOSS ADMIN SERVICES Service code 13 1400 OLD COUNTRY ROAD, SUITE 406 · WESTBURY, NY 11590 | Contract Administrator | $40,966 |
WILLIAM ROTHBERG, ESQ.10+ years Filed as: WILLIAM ROTHBERG, P.C. Service code 29 · EIN 11-2715017 | Legal | $40,830 |
AMALGAMATED BANK10+ years Service code 19 · EIN 13-4920330 | Securities Custodian | $40,666 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $53,566 | $55,694-3.8% | $81,882-34.6% | $200,096-73.2% |
| Participation rate | 100.0% | 62.7%+37.3pp | 72.4%+27.6pp | 72.0%+28.0pp |
| Annual return | 8.27% | 19.59%-11.3pp | 779.47%-771.2pp | 34.26%-26.0pp |
| Employer contribution / active EE | $12,032 | $2,114+469.1% | $2,916+312.6% | $3,038+296.1% |
| Participant deferral / active EE | $0 | $3,299-100.0% | $4,323-100.0% | $5,090-100.0% |
| Admin fee / account holder | $300 | $348-13.8% | $7,360-95.9% | $269+11.5% |