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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WESTERN ASSET MANAGEMENT Service code 27 · EIN 95-2705767 PO BOX 894139 · LOS ANGELES, CA 90189 | Advisory (Plan) | $38,118 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $30,472 |
AMALGAMATED BANK10+ years Service code 18 · EIN 13-4920330 275 SEVENTH AVENUE · NEW YORK, NY 10001 | Custodial (other than securities); Di... | $12,631 |
PALMER-TANNO AGENCY, INC.10+ years Service code 19 · EIN 13-1977110 33 WEST MAIN ST · ELMSFORD, NY 10523 | Securities Custodian | $1,722 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $283,174 | $58,241+386.2% | $81,780+246.3% | $80,911+250.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 12.76% | 41.73%-29.0pp | 776.27%-763.5pp | 35.63%-22.9pp |
| Employer contribution / active EE | $14,179 | $2,343+505.1% | $2,914+386.6% | $2,756+414.5% |
| Participant deferral / active EE | $7,279 | $3,283+121.7% | $4,321+68.5% | $4,297+69.4% |
| Admin fee / account holder | $760 | $4,973-84.7% | $7,384-89.7% | $6,935-89.0% |