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 TRUST8+ years Service code 15 · EIN 20-0406498 | Recordkeeping | $653,584 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Direct payment from the plan; Recordk... | $222,144 |
WITHUMSMITH+BROWN, PC4 years Service code 10 · EIN 22-2027092 | Accounting | $83,887 |
Filed as: MERRILL LYNCH WEALTH MANAGEMENT Service code 26 · EIN 13-5674085 | Advisory (Participants) | $44,694 |
OKSANA KOCHERGINA2 years Service code 16 1935 83RD STREET · BROOKLYN, NY 11214 | Consulting | $5,951 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,636 | $70,115-29.2% | $70,589-29.7% | $80,187-38.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 68.4%+31.6pp | 72.9%+27.1pp |
| Annual return | 15.46% | 134.51%-119.1pp | 32.80%-17.3pp | 40.40%-24.9pp |
| Employer contribution / active EE | $6,390 | $3,021+111.5% | $2,977+114.6% | $2,980+114.4% |
| Participant deferral / active EE | $0 | $4,495-100.0% | $4,569-100.0% | $5,016-100.0% |
| Admin fee / account holder | $219 | $112+95.4% | $6,430-96.6% | $145+51.3% |