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| Provider | Service type | Compensation |
|---|---|---|
AMO MASTER OPERATING TRUST5 years Service code 12 · EIN 20-0406498 | Direct payment from the plan; Claims ... | $1,672,686 |
MEKETA INVESTMENT GROUP2 years Filed as: MAKETA INVESTMENT GROUP INC Service code 17 · EIN 04-2659023 | Pension Consulting | $190,499 |
NEWPORT GROUP, INC.6+ years Filed as: NEWPORT RETIREMENT SERVICES Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $156,182 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $145,752 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $137,953 |
Filed as: TCW ASSET MANAGEMENT COMPANY LLC Service code 28 · EIN 95-3703295 | Investment Management | $67,601 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $44,000 |
MATRIX TRUST COMPANY2 years Service code 12 · EIN 75-3182674 | Account maintenance fees; Trustee (di... | $21,515 |
OKSANA KOCHERGINA1 year Service code 15 1935 83RD ST · BROOKLYN, NY 11214 | Recordkeeping | $12,749 |
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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 | $151,244 | $123,960+22.0% | $101,431+49.1% | $123,960+22.0% |
| Participation rate | 100.0% | 86.8%+13.2pp | 100.0%0pp | 86.8%+13.2pp |
| Annual return | 17.47% | 13.45%+4.0pp | 7.77%+9.7pp | 13.45%+4.0pp |
| Employer contribution / active EE | $28,804 | $10,482+174.8% | $13,019+121.3% | $10,482+174.8% |
| Participant deferral / active EE | $0 | $6,517-100.0% | $2,167-100.0% | $6,517-100.0% |
| Admin fee / account holder | $605 | $222+172.4% | $500+21.0% | $222+172.4% |