Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP3 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 135 WEST 50TH STREET · NEW YORK, NY 10020 | Accounting | $44,490 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET MANAGEMENT CO Service code 20 · EIN 95-2705767 PO BOX 894139 · LOS ANGELES, CA 90189 | Trustee (individual) | $33,909 |
AMALGAMATED BANK4+ years Service code 18 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Custodial (other than securities) | $11,761 |
PALMER-TANNO AGENCY, INC.4+ years Service code 19 33 WEST MAIN ST SUITE 408 · ELMSFORD, NY 10523 | Securities Custodian | $8,208 |
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 | $180,690 | $44,873+302.7% | $79,467+127.4% | $56,289+221.0% |
| Participation rate | 99.2% | 68.7%+30.5pp | 73.3%+25.9pp | 69.9%+29.4pp |
| Annual return | -3.94% | 0.81%-4.7pp | 718.30%-722.2pp | -9.96%+6.0pp |
| Employer contribution / active EE | $11,595 | $2,140+441.9% | $2,800+314.1% | $2,111+449.2% |
| Participant deferral / active EE | $5,866 | $2,746+113.6% | $3,704+58.4% | $3,350+75.1% |
| Admin fee / account holder | $670 | $418+60.2% | $5,104-86.9% | $521+28.7% |