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| Provider | Service type | Compensation |
|---|---|---|
AMO MASTER OPERATING TRUST2+ years Service code 12 · EIN 20-0406498 | Recordkeeping and information managem... | $345,437 |
NEWPORT GROUP, INC.2+ years Service code 12 · EIN 27-2037969 | Recordkeeping fees; Recordkeeping and... | $126,205 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $66,992 |
BOND BROTHERS2+ years Filed as: BOND BEEBE Service code 10 · EIN 52-1044197 | Accounting | $53,100 |
MATRIX TRUST COMPANY2+ years Service code 12 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $29,240 |
TECH PLUS SYSTEMS, INC.2+ years Service code 15 · EIN 13-3599440 | Recordkeeping | $15,838 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,745 | $65,292-52.9% | $71,671-57.1% | $77,958-60.6% |
| Participation rate | 99.6% | 67.4%+32.2pp | 68.7%+30.9pp | 71.6%+28.0pp |
| Annual return | 12.35% | 21.25%-8.9pp | 20.65%-8.3pp | 20.87%-8.5pp |
| Employer contribution / active EE | $6,242 | $2,085+199.4% | $2,460+153.7% | $2,310+170.1% |
| Participant deferral / active EE | $0 | $3,008-100.0% | $3,438-100.0% | $3,537-100.0% |
| Admin fee / account holder | $197 | $84+133.4% | $5,558-96.5% | $97+102.4% |