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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 | $89,670-53.2% | $92,985-54.9% | $89,670-53.2% |
| Participation rate | 100.0% | 71.2%+28.8pp | 69.5%+30.5pp | 71.2%+28.8pp |
| Annual return | 7.45% | 19.66%-12.2pp | 27.99%-20.5pp | 19.66%-12.2pp |
| Employer contribution / active EE | $4,934 | $4,041+22.1% | $2,662+85.3% | $4,041+22.1% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $4,377-100.0% | $3,962-100.0% |
| Admin fee / account holder | $376 | $352+6.9% | $9,463-96.0% | $352+6.9% |