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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WESTERN ASSET MANAGEMENT Service code 27 · EIN 95-2705767 PO BOX 894139 · LOS ANGELES, CA 90189 | Advisory (Plan) | $38,118 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $30,472 |
AMALGAMATED BANK10+ years Service code 18 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Direct payment from the plan; Custodi... | $12,631 |
PALMER-TANNO AGENCY, INC.10+ years Service code 19 · EIN 13-1977110 33 WEST MAIN ST · ELMSFORD, NY 10523 | Securities Custodian | $1,722 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $283,174 | $58,311+385.6% | $81,882+245.8% | $80,959+249.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.76% | 41.85%-29.1pp | 779.47%-766.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $14,179 | $2,347+504.2% | $2,916+386.2% | $2,757+414.3% |
| Participant deferral / active EE | $7,279 | $3,287+121.4% | $4,323+68.4% | $4,300+69.3% |
| Admin fee / account holder | $760 | $4,752-84.0% | $7,360-89.7% | $6,925-89.0% |