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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP8 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 135 WEST 50TH STREET · NEW YORK, NY 10020 | Accounting | $38,357 |
WESTERN ASSET MANAGEMENT COMPANY9+ years Filed as: WESTERN ASSET MANAGEMENT CO Service code 20 · EIN 95-2705767 PO BOX 894139 · LOS ANGELES, CA 90189 | Trustee (individual) | $36,882 |
AMALGAMATED BANK9+ years Service code 18 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Custodial (other than securities) | $21,715 |
PALMER-TANNO AGENCY, INC.9+ years Service code 19 · EIN 13-1977110 33 WEST MAIN ST SUITE 408 · ELMSFORD, NY 10523 | Securities Custodian | $8,350 |
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 | $268,825 | $58,292+361.2% | $86,640+210.3% | $71,511+275.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 71.7%+28.3pp | 67.9%+32.1pp |
| Annual return | 17.68% | 21.63%-4.0pp | 592.52%-574.8pp | 28.86%-11.2pp |
| Employer contribution / active EE | $14,237 | $2,574+453.1% | $3,024+370.7% | $2,589+449.9% |
| Participant deferral / active EE | $7,258 | $3,438+111.1% | $4,438+63.5% | $4,291+69.2% |
| Admin fee / account holder | $800 | $1,057-24.3% | $5,616-85.8% | $1,588-49.6% |