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| Provider | Service type | Compensation |
|---|---|---|
AMO MASTER OPERATING TRUST4+ years Service code 12 · EIN 20-0406498 | Direct payment from the plan; Claims ... | $452,352 |
NEWPORT GROUP, INC.4+ years Service code 12 · EIN 27-2037969 | Participant communication; Direct pay... | $221,928 |
WITHUMSMITH+BROWN, PC1 year Filed as: WITHUMSMITH BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $55,296 |
TECH PLUS SYSTEMS, INC.1 year Filed as: TECH PLUS SYSTEMS, INC Service code 15 · EIN 13-3599440 | Recordkeeping | $32,780 |
Filed as: MERRILL LYNCH Service code 28 | Investment Management | $14,544 |
Service code 16 · EIN 65-0872650 | Consulting | $5,489 |
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 | $35,763 | $67,598-47.1% | $75,906-52.9% | $77,775-54.0% |
| Participation rate | 99.8% | 69.6%+30.2pp | 69.3%+30.5pp | 73.2%+26.6pp |
| Annual return | 2.32% | 23.18%-20.9pp | 30.73%-28.4pp | 32.58%-30.3pp |
| Employer contribution / active EE | $6,299 | $2,430+159.2% | $2,501+151.8% | $2,504+151.6% |
| Participant deferral / active EE | $0 | $3,502-100.0% | $3,604-100.0% | $3,966-100.0% |
| Admin fee / account holder | $219 | $96+127.5% | $5,421-96.0% | $100+119.0% |