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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP5 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 135 WEST 50TH STREET · NEW YORK, NY 10020 | Accounting | $49,748 |
WESTERN ASSET MANAGEMENT COMPANY6+ years Filed as: WESTERN ASSET MANAGEMENT CO Service code 20 · EIN 95-2705767 PO BOX 894139 · LOS ANGELES, CA 90189 | Trustee (individual) | $42,410 |
AMALGAMATED BANK6+ years Service code 18 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Custodial (other than securities) | $6,525 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $251,944 | $66,124+281.0% | $90,461+178.5% | $73,497+242.8% |
| Participation rate | 100.0% | 69.7%+30.3pp | 72.7%+27.3pp | 70.7%+29.3pp |
| Annual return | 14.69% | 17.65%-3.0pp | 1294.76%-1280.1pp | 28.51%-13.8pp |
| Employer contribution / active EE | $12,554 | $2,346+435.0% | $3,264+284.6% | $2,270+453.0% |
| Participant deferral / active EE | $6,356 | $3,039+109.1% | $3,964+60.3% | $3,740+69.9% |
| Admin fee / account holder | $789 | $396+99.2% | $5,617-85.9% | $513+53.8% |