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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WESTERN ASSET MANAGEMENT CO. LLC Service code 19 · EIN 52-1200960 | Securities Custodian | $77,512 |
I.E. SHAFFER & CO.5+ years Service code 13 · EIN 22-1750854 | Contract Administrator | $59,448 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $48,503 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $25,000 |
PROSKAUER ROSE LLP5+ years Service code 29 · EIN 13-1840454 | Legal | $22,591 |
AMALGAMATED BANK4 years Service code 19 · EIN 13-4920330 | Securities Custodian | $14,181 |
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 | $64,161 | $51,288+25.1% | $81,988-21.7% | $73,412-12.6% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.3%+30.7pp | 72.2%+27.8pp |
| Annual return | 1.04% | 29.48%-28.4pp | 41.31%-40.3pp | 59.30%-58.3pp |
| Employer contribution / active EE | $7,878 | $1,487+429.8% | $2,498+215.3% | $2,234+252.7% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,806-100.0% |
| Admin fee / account holder | $359 | $125+186.4% | $5,665-93.7% | $158+127.3% |