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| Provider | Service type | Compensation |
|---|---|---|
AMO MASTER OPERATING TRUST4 years Service code 12 · EIN 20-0406498 | Direct payment from the plan; Claims ... | $1,308,879 |
MEKETA INVESTMENT GROUP1 year Filed as: MAKETA INVESTMENT GROUP INC Service code 17 · EIN 04-2659023 | Pension Consulting | $184,950 |
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT RETIREMENT SERVICES Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $176,424 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM SMITH BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $156,869 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $133,023 |
TECH PLUS SYSTEMS, INC.4 years Filed as: TECH PLUS SYSTEMS INC Service code 15 · EIN 13-3599440 | Recordkeeping | $122,760 |
Filed as: TCW ASSET MANAGEMENT COMPANY LLC Service code 28 · EIN 95-3703295 | Investment Management | $64,539 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $56,179 |
MATRIX TRUST COMPANY1 year Service code 12 · EIN 75-3182674 | Account maintenance fees; Claims proc... | $25,556 |
BMO HARRIS BANK NA2 years Filed as: BMO HARRIS Service code 19 · EIN 36-2085229 | Securities Custodian | $19,786 |
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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 | $142,224 | $112,742+26.2% | $91,734+55.0% | $112,742+26.2% |
| Participation rate | 57.8% | 82.4%-24.7pp | 85.2%-27.5pp | 82.4%-24.7pp |
| Annual return | 7.63% | 10.24%-2.6pp | 9.06%-1.4pp | 10.24%-2.6pp |
| Employer contribution / active EE | $27,510 | $12,502+120.0% | $16,667+65.1% | $12,502+120.0% |
| Participant deferral / active EE | $0 | $2,963-100.0% | - | $2,963-100.0% |
| Admin fee / account holder | $603 | $236+155.3% | $594+1.4% | $236+155.3% |