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| Provider | Service type | Compensation |
|---|---|---|
DRYWALL TAPERS INSURANCE FUND9+ years Service code 36 · EIN 13-3562352 | Participant communication; Copying an... | $229,956 |
AMALGAMATED BANK9+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $42,760 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL GROUP Service code 28 · EIN 27-2698206 | Investment Management | $37,367 |
NOVAK FRANCELLA LLC9+ years Filed as: NOVAK FRANCELLA,LLC Service code 10 · EIN 61-1436956 | Accounting | $32,050 |
REYNOLDS CONSULTING SERVICES2 years Filed as: REYNOLDS CONSULTING SERVICES, LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $22,000 |
Filed as: MARSHALL & MOSS, LLP Service code 10 · EIN 11-3360166 | Accounting | $16,539 |
Filed as: BARNES IACCARINO & SHEPHERED LLP Service code 29 · EIN 26-3858697 | Legal | $15,000 |
Filed as: MARSHALL & MOSS, PAYROLL COMPLIANCE Service code 10 · EIN 04-3652965 | Accounting | $12,814 |
THE SEGAL COMPANY5 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1835864 | Consulting | $7,500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,651 | $93,010-19.7% | $96,520-22.7% | $74,440+0.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 10.23% | 37.50%-27.3pp | 35.72%-25.5pp | 34.37%-24.1pp |
| Employer contribution / active EE | $6,625 | $3,427+93.3% | $3,739+77.2% | $2,638+151.2% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,879-100.0% | $4,529-100.0% |
| Admin fee / account holder | $470 | $633-25.8% | $6,733-93.0% | $348+35.1% |