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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $20,318 |
GOULD, KOBRICK & SCHLAPP, P.C.10+ years Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 | Accounting | $18,000 |
GCIU LOCAL 119B UNION4 years Service code 49 · EIN 13-5274605 | Other Services | $7,438 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 275 7TH AVENUE · NEW YORK, NY 10001 | Securities Custodian | $4,500 |
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 | $49,516 | $78,636-37.0% | $105,607-53.1% | $74,459-33.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 1.45% | 15.96%-14.5pp | 116.11%-114.7pp | 1369.70%-1368.3pp |
| Employer contribution / active EE | $4,245 | $2,523+68.2% | $3,167+34.0% | $2,626+61.6% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,011-100.0% | $4,350-100.0% |
| Admin fee / account holder | $412 | $2,220-81.4% | $10,958-96.2% | $1,945-78.8% |