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| Provider | Service type | Compensation |
|---|---|---|
AMO MASTER OPERATING TRUST1+ years Service code 12 · EIN 20-0406498 | Recordkeeping and information managem... | $361,424 |
NEWPORT GROUP, INC.1+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $118,478 |
BOND BROTHERS1+ years Filed as: BOND BEEBE Service code 10 · EIN 52-1044197 | Accounting | $52,496 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $51,679 |
MATRIX TRUST COMPANY1+ years Service code 12 · EIN 75-3182674 | Direct payment from the plan; Account... | $23,596 |
TECH PLUS SYSTEMS, INC.1+ years Service code 15 · EIN 13-3599440 | Recordkeeping | $10,815 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,895 | $168,231-85.2% | $67,836-63.3% | $63,975-61.1% |
| Participation rate | 98.0% | 66.8%+31.2pp | 68.8%+29.2pp | 71.1%+26.9pp |
| Annual return | 7.87% | 11.76%-3.9pp | 138.49%-130.6pp | 48.65%-40.8pp |
| Employer contribution / active EE | $5,985 | $1,907+213.8% | $2,404+149.0% | $2,182+174.3% |
| Participant deferral / active EE | $0 | $2,827-100.0% | $3,160-100.0% | $3,356-100.0% |
| Admin fee / account holder | $88 | $81+9.2% | $4,621-98.1% | $70+24.8% |