Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMO MASTER OPERATING TRUST5+ years Service code 12 · EIN 20-0406498 | Recordkeeping and information managem... | $572,664 |
NEWPORT GROUP, INC.5+ years Service code 12 · EIN 27-2037969 | Participant communication; Recordkeep... | $176,424 |
TECH PLUS SYSTEMS, INC.2 years Filed as: TECH PLUS SYSTEMS, INC Service code 15 · EIN 13-3599440 | Recordkeeping | $57,528 |
Filed as: MERRILL LYNCH Service code 19 10100 INNOVATION DRIVE · MIAMISBURG, OH 45342 | Securities Custodian | $56,179 |
WITHUMSMITH+BROWN, PC1 year Service code 10 · EIN 22-2027092 | Accounting | $55,797 |
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 | $42,371 | $74,462-43.1% | $81,988-48.3% | $90,274-53.1% |
| Participation rate | 100.0% | 69.7%+30.3pp | 69.3%+30.7pp | 73.4%+26.6pp |
| Annual return | 10.72% | 17.56%-6.8pp | 41.32%-30.6pp | 53.97%-43.3pp |
| Employer contribution / active EE | $6,196 | $2,334+165.4% | $2,499+148.0% | $2,523+145.5% |
| Participant deferral / active EE | $0 | $3,602-100.0% | $3,723-100.0% | $4,231-100.0% |
| Admin fee / account holder | $193 | $98+97.4% | $5,666-96.6% | $114+69.6% |