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| Provider | Service type | Compensation |
|---|---|---|
AMO MASTER OPERATING TRUST8 years Service code 12 · EIN 20-0406498 | Direct payment from the plan; Recordk... | $1,680,985 |
MEKETA INVESTMENT GROUP2 years Filed as: MEKETA INVESTMENT GROUP, INC Service code 17 · EIN 04-2659023 | Pension Consulting | $208,162 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $199,101 |
HORIZON ACTUARIAL SERVICES, LLC9+ years Service code 11 · EIN 26-1370698 | Actuarial | $155,880 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Direct payment from the plan; Claims ... | $147,377 |
Filed as: TCW ASSET MANAGEMENT COMPANY, LLC Service code 28 · EIN 95-3703295 | Investment Management | $89,469 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 26 · EIN 13-5674085 | Advisory (Participants) | $44,001 |
MATRIX TRUST COMPANY5 years Service code 12 · EIN 75-3182674 | Investment management fees paid direc... | $22,038 |
PITNEY BOWES1 year Filed as: PITNEY BOWES GLOBAL FINANCIAL Service code 49 5310 CYPRESS CENTER DR · TAMPA, FL 33609 | Other Services | $18,582 |
BMO HARRIS BANK NA3 years Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 19 · EIN 36-2085229 | Securities Custodian | $15,702 |
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,639 | $162,6390% | $162,6390% | $162,6390% |
| Participation rate | 100.0% | 50.0%+50.0pp | 100.0%0pp | 50.0%+50.0pp |
| Annual return | 19.16% | 12.69%+6.5pp | 9.68%+9.5pp | 12.69%+6.5pp |
| Employer contribution / active EE | $27,354 | $11,428+139.4% | $27,3540% | $11,428+139.4% |
| Participant deferral / active EE | $0 | $0 | - | - |
| Admin fee / account holder | $699 | $6990% | $6990% | $6990% |