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| Provider | Service type | Compensation |
|---|---|---|
AMO MASTER OPERATING TRUST6+ years Service code 12 · EIN 20-0406498 | Claims processing; Direct payment fro... | $690,512 |
NEWPORT GROUP, INC.6+ years Service code 12 · EIN 27-2037969 | Claims processing; Direct payment fro... | $190,754 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $64,375 |
Filed as: MERRILL LYNCH WEALTH MANAGEMENT Service code 19 · EIN 13-5674085 | Securities Custodian | $47,344 |
TECH PLUS SYSTEMS, INC.3 years Filed as: TECH PLUS SYSTEMS, INC Service code 15 · EIN 13-3599440 | Recordkeeping | $29,295 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTED Service code 29 · EIN 52-1219029 | Legal | $23,613 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,970 | $78,339-33.7% | $85,708-39.4% | $93,010-44.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 69.9%+30.1pp | 73.9%+26.1pp |
| Annual return | 20.88% | 21.17%-0.3pp | 21.49%-0.6pp | 158.70%-137.8pp |
| Employer contribution / active EE | $6,097 | $2,560+138.1% | $2,618+132.9% | $2,705+125.4% |
| Participant deferral / active EE | $0 | $3,882-100.0% | $3,922-100.0% | $4,561-100.0% |
| Admin fee / account holder | $245 | $104+135.9% | $6,876-96.4% | $152+61.6% |