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| Provider | Service type | Compensation |
|---|---|---|
AMO MASTER OPERATING TRUST3 years Service code 12 · EIN 20-0406498 | Other services; Recordkeeping and inf... | $1,284,216 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $258,885 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $227,213 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT RETIREMENT SERVICES Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $182,560 |
MEKETA INVESTMENT GROUP1 year Filed as: MEKETA INVESTMENT GROUP, INC. Service code 17 · EIN 04-2659023 | Pension Consulting | $165,000 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUM SMITH BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $136,384 |
Filed as: TCW ASSET MANAGEMENT COMPANY LLC Service code 28 · EIN 95-3703295 | Investment Management | $90,751 |
Filed as: ETHAN E KRA ACTUARIAL SERVICES Service code 11 26 SWAYZE STREET · WEST ORANGE, NJ 07052 | Actuarial | $86,969 |
TECH PLUS SYSTEMS, INC.3 years Filed as: TECH PLUS SYSTEMS INC Service code 15 · EIN 13-3599440 | Recordkeeping | $64,491 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $32,878 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $136,295 | $107,983+26.2% | $82,187+65.8% | $107,983+26.2% |
| Participation rate | 51.7% | 78.2%-26.5pp | 83.9%-32.2pp | 78.2%-26.5pp |
| Annual return | 4.98% | 12.10%-7.1pp | 10.22%-5.2pp | 12.10%-7.1pp |
| Employer contribution / active EE | $25,021 | $8,959+179.3% | $16,766+49.2% | $8,959+179.3% |
| Participant deferral / active EE | $0 | $5,631-100.0% | - | $5,631-100.0% |
| Admin fee / account holder | $693 | $190+265.9% | $560+23.8% | $190+265.9% |