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, LLP4 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 135 WEST 50TH STREET · NEW YORK, NY 10020 | Accounting | $48,350 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET MANAGEMENT CO Service code 20 · EIN 95-2705767 PO BOX 894139 · LOS ANGELES, CA 90189 | Trustee (individual) | $38,246 |
AMALGAMATED BANK5+ years Service code 18 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Custodial (other than securities) | $12,592 |
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 | $226,061 | $51,620+337.9% | $90,304+150.3% | $65,185+246.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 70.2%+29.8pp |
| Annual return | 21.43% | 24.94%-3.5pp | 78.13%-56.7pp | 29.38%-8.0pp |
| Employer contribution / active EE | $12,013 | $2,235+437.6% | $2,855+320.8% | $2,177+451.9% |
| Participant deferral / active EE | $6,344 | $2,871+121.0% | $3,885+63.3% | $3,514+80.5% |
| Admin fee / account holder | $759 | $384+97.4% | $5,354-85.8% | $847-10.4% |