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| Provider | Service type | Compensation |
|---|---|---|
AMO MASTER OPERATING TRUST3+ years Service code 12 · EIN 20-0406498 | Direct payment from the plan; Recordk... | $345,437 |
NEWPORT GROUP, INC.3+ years Service code 12 · EIN 27-2037969 | Participant communication; Recordkeep... | $138,900 |
MORGAN STANLEY SMITH BARNEY3+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $77,883 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH&BROWN Service code 10 · EIN 22-2027092 | Accounting | $56,600 |
MATRIX TRUST COMPANY3+ years Service code 12 · EIN 75-3182674 | Trustee (bank, trust company, or simi... | $34,997 |
TECH PLUS SYSTEMS, INC.3+ years Service code 15 · EIN 13-3599440 | Recordkeeping | $26,321 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,722 | $57,606-43.2% | $67,313-51.4% | $75,289-56.5% |
| Participation rate | 99.7% | 68.2%+31.5pp | 69.1%+30.7pp | 72.4%+27.3pp |
| Annual return | 6.42% | -0.47%+6.9pp | -4.08%+10.5pp | -0.04%+6.5pp |
| Employer contribution / active EE | $5,332 | $2,206+141.7% | $2,566+107.8% | $2,405+121.7% |
| Participant deferral / active EE | $0 | $3,195-100.0% | $3,568-100.0% | $3,739-100.0% |
| Admin fee / account holder | $216 | $83+161.6% | $4,507-95.2% | $102+111.5% |