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| Provider | Service type | Compensation |
|---|---|---|
AMO MASTER OPERATING TRUST2+ years Service code 12 · EIN 20-0406498 | Direct payment from the plan; Recordk... | $522,619 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT RETIREMENT SERVICES, INC. Service code 12 · EIN 62-1868111 | Participant loan processing; Direct p... | $249,057 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 16 · EIN 26-4310632 | Consulting | $228,497 |
BOND BROTHERS2+ years Filed as: BOND BEEBE, P.C. Service code 10 · EIN 52-1044197 | Accounting | $26,291 |
TECH PLUS SYSTEMS, INC.2+ years Filed as: TECH PLUS Service code 15 · EIN 13-3599440 | Recordkeeping | $10,893 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,873 | $168,231-29.9% | $67,834+73.8% | $63,975+84.2% |
| Participation rate | 83.8% | 66.8%+17.0pp | 68.8%+15.0pp | 71.1%+12.6pp |
| Annual return | 8.06% | 11.76%-3.7pp | 138.47%-130.4pp | 48.65%-40.6pp |
| Employer contribution / active EE | $906 | $1,907-52.5% | $2,403-62.3% | $2,182-58.5% |
| Participant deferral / active EE | $7,341 | $2,827+159.7% | $3,160+132.3% | $3,356+118.7% |
| Admin fee / account holder | $246 | $81+205.8% | $4,622-94.7% | $70+249.6% |