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| Provider | Service type | Compensation |
|---|---|---|
AMO MASTER OPERATING TRUST7+ years Service code 12 · EIN 20-0406498 | Direct payment from the plan; Claims ... | $650,692 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Participant communication; Claims pro... | $196,844 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $75,758 |
Filed as: MERRILL LYNCH WEALTH MANAGEMENT Service code 19 · EIN 13-5674085 | Securities Custodian | $42,655 |
Service code 10 · EIN 51-0435869 | Accounting | $6,546 |
OKSANA KOCHERGINA1 year Service code 16 1935 83RD STREET · BROOKLYN, NY 11214 | Consulting | $6,046 |
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 | $43,695 | $63,321-31.0% | $68,815-36.5% | $77,906-43.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 69.0%+31.0pp | 73.7%+26.3pp |
| Annual return | -18.39% | -6.50%-11.9pp | -6.37%-12.0pp | 12.16%-30.5pp |
| Employer contribution / active EE | $6,287 | $2,794+125.0% | $2,656+136.7% | $2,846+120.9% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,943-100.0% | $4,805-100.0% |
| Admin fee / account holder | $234 | $104+124.7% | $4,936-95.3% | $133+76.7% |