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| Provider | Service type | Compensation |
|---|---|---|
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $232,508 |
I.E. SHAFFER & CO.10+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $129,337 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Service code 27 · EIN 36-4291971 | Advisory (Plan) | $77,270 |
Filed as: WESTERN ASSET MANAGEMENT CO. LLC Service code 19 · EIN 52-1200960 | Securities Custodian | $59,762 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER AND TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $26,875 |
AMALGAMATED BANK9 years Service code 19 · EIN 13-4920330 | Securities Custodian | $11,992 |
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 | $41,975 | $107,624-61.0% | $76,735-45.3% | $103,975-59.6% |
| Participation rate | 100.0% | 70.3%+29.7pp | 69.5%+30.5pp | 72.5%+27.5pp |
| Annual return | 7.45% | 17.70%-10.2pp | 29.77%-22.3pp | 19.41%-12.0pp |
| Employer contribution / active EE | $4,934 | $4,589+7.5% | $2,454+101.0% | $3,722+32.5% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $4,088-100.0% | $5,343-100.0% |
| Admin fee / account holder | $376 | $271+39.1% | $7,189-94.8% | $332+13.2% |