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| Provider | Service type | Compensation |
|---|---|---|
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGEMENT CO Service code 20 · EIN 95-2705767 PO BOX 894139 · LOS ANGELES, CA 90189 | Trustee (individual) | $28,648 |
FORVIS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 135 WEST 50TH STREET · NEW YORK, NY 10020 | Accounting | $26,485 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 17 805 15TH STREET NW · WASHINGTON, DC 20005 | Pension Consulting | $12,510 |
PALMER-TANNO AGENCY, INC.2+ years Service code 19 33 WEST MAIN ST SUITE 408 · ELMSFORD, NY 10523 | Securities Custodian | $7,841 |
AMALGAMATED BANK2+ years Service code 18 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Custodial (other than securities) | $6,236 |
Filed as: SAVASTA AND COMPANY Service code 20 · EIN 13-3879959 60 BROAD STREET · NEW YORK, NY 10004 | Trustee (individual) | $6,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,896 | $43,423+300.5% | $78,676+121.0% | $55,167+215.2% |
| Participation rate | 99.2% | 68.0%+31.2pp | 73.6%+25.6pp | 69.0%+30.2pp |
| Annual return | 8.53% | 11.53%-3.0pp | 62.19%-53.7pp | 169.23%-160.7pp |
| Employer contribution / active EE | $10,213 | $1,997+411.5% | $2,850+258.4% | $1,963+420.4% |
| Participant deferral / active EE | $5,155 | $2,509+105.5% | $3,517+46.6% | $3,054+68.8% |
| Admin fee / account holder | $609 | $416+46.2% | $4,510-86.5% | $504+20.8% |