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| Provider | Service type | Compensation |
|---|---|---|
AMO MASTER OPERATING TRUST9+ years Service code 15 · EIN 20-0406498 | Recordkeeping | $704,436 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Claims processing; Recordkeeping fees... | $211,966 |
WITHUMSMITH+BROWN, PC5 years Service code 10 · EIN 22-2027092 | Accounting | $103,136 |
MATRIX TRUST COMPANY9+ years Service code 12 · EIN 75-3182674 | Claims processing; Direct payment fro... | $64,892 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 26 · EIN 13-5674085 | Advisory (Participants) | $46,195 |
OKSANA KOCHERGINA3 years Service code 15 1935 83RD STREET · BROOKLYN, NY 11214 | Recordkeeping | $6,840 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,189 | $81,301-17.4% | $76,030-11.6% | $200,096-66.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 69.1%+30.9pp | 72.0%+28.0pp |
| Annual return | 25.07% | 16.31%+8.8pp | 361.54%-336.5pp | 34.26%-9.2pp |
| Employer contribution / active EE | $6,879 | $3,352+105.2% | $2,688+156.0% | $3,038+126.5% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $4,257-100.0% | $5,090-100.0% |
| Admin fee / account holder | $247 | $145+70.1% | $6,421-96.2% | $269-8.4% |