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| Provider | Service type | Compensation |
|---|---|---|
AMO MASTER OPERATING TRUST6 years Service code 12 · EIN 20-0406498 | Claims processing; Direct payment fro... | $1,585,307 |
MEKETA INVESTMENT GROUP1 year Service code 17 · EIN 04-2659023 | Pension Consulting | $190,962 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH+BROWN, P.C. Service code 10 · EIN 22-2027092 | Accounting | $180,270 |
NEWPORT GROUP, INC.7+ years Filed as: NEWPORT RETIREMENT SERVICES Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $154,080 |
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $139,692 |
Filed as: TCW ASSET MANAGEMENT COMPANY LLC Service code 28 · EIN 95-3703295 | Investment Management | $64,437 |
Filed as: MERRILL LYNCH WEALTH MANAGEMENT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $44,000 |
MATRIX TRUST COMPANY3 years Service code 12 · EIN 75-3182674 | Direct payment from the plan; Trustee... | $21,541 |
BMO HARRIS BANK NA1 year Filed as: BMO GLOBAL ASSET MANAGEMENT Service code 19 · EIN 36-2085229 | Securities Custodian | $19,555 |
OKSANA KOCHERGINA2 years Service code 15 1935 83RD ST · BROOKLYN, NY 11214 | Recordkeeping | $10,215 |
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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 | $137,848 | $158,354-12.9% | $137,8480% | $158,354-12.9% |
| Participation rate | 61.6% | 71.3%-9.8pp | 20.5%+41.0pp | 71.3%-9.8pp |
| Annual return | -13.81% | -16.60%+2.8pp | -20.18%+6.4pp | -16.60%+2.8pp |
| Employer contribution / active EE | $27,655 | $12,892+114.5% | $14,450+91.4% | $12,892+114.5% |
| Participant deferral / active EE | $0 | $6,062-100.0% | $2,996-100.0% | $6,062-100.0% |
| Admin fee / account holder | $698 | $343+103.5% | $6980% | $343+103.5% |