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| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7 years Filed as: SEI INVESTMENT COMPANY Service code 21 · EIN 23-1707341 | Bank Trustee | $438,225 |
R. ORTIZ-MALDONADO9+ years Service code 30 · EIN 36-3707316 | Employee (plan) | $71,619 |
A. WYDRA7 years Service code 14 · EIN 36-3707316 | Plan Administrator | $31,432 |
LEGACY PROFESSIONALS LLP2 years Service code 10 · EIN 32-0043599 | Accounting | $29,638 |
Service code 29 · EIN 36-2425981 | Legal | $21,330 |
HOURGLASS TECHNOLOGIES5 years Filed as: HOUR GLASS TECHNOLOGIES INC Service code 49 · EIN 46-1959061 | Other Services | $9,895 |
MARCO CONSULTING GROUP1 year Filed as: MARCO, MCGUIRE & ARREOLA Service code 29 · EIN 88-4115449 | Legal | $9,893 |
Filed as: CENTRAL PRINTERS AND GRAPHICS Service code 49 · EIN 36-3940419 | Other Services | $7,245 |
AMALGAMATED BANK9+ years Service code 19 · EIN 36-0721895 | Securities Custodian | $2,545 |
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 | $103,823 | $93,010+11.6% | $96,520+7.6% | $74,440+39.5% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 12.95% | 37.50%-24.5pp | 35.72%-22.8pp | 34.37%-21.4pp |
| Employer contribution / active EE | $11,719 | $3,427+241.9% | $3,739+213.5% | $2,638+344.3% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,879-100.0% | $4,529-100.0% |
| Admin fee / account holder | $482 | $633-24.0% | $6,733-92.8% | $348+38.4% |