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| Provider | Service type | Compensation |
|---|---|---|
AMO MASTER OPERATING TRUST10+ years Service code 15 · EIN 20-0406498 | Recordkeeping | $874,723 |
WITHUMSMITH+BROWN, PC6 years Service code 10 · EIN 22-2027092 | Accounting | $90,900 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT GROUP, INC Service code 12 · EIN 27-2037969 | Claims processing; Participant commun... | $79,742 |
Filed as: JOHN HANCOCK RETIREMENT SERV Service code 12 · EIN 01-0233346 | Direct payment from the plan; Recordk... | $73,753 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 19 · EIN 13-5674085 | Securities Custodian | $42,341 |
MATRIX TRUST COMPANY10+ years Service code 12 · EIN 75-3182674 | Trustee (directed); Claims processing... | $31,962 |
OKSANA KOCHERGINA4 years Service code 15 5 FAIRWAY BLVD · MONROE TOWNSHIP, NJ 08831 | Recordkeeping | $7,338 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,865 | $100,573-28.5% | $78,004-7.9% | $100,573-28.5% |
| Participation rate | 100.0% | 70.9%+29.1pp | 69.4%+30.6pp | 70.9%+29.1pp |
| Annual return | 11.63% | 18.89%-7.3pp | 31.07%-19.4pp | 18.89%-7.3pp |
| Employer contribution / active EE | $6,845 | $3,763+81.9% | $2,469+177.3% | $3,763+81.9% |
| Participant deferral / active EE | $0 | $4,921-100.0% | $4,092-100.0% | $4,921-100.0% |
| Admin fee / account holder | $245 | $454-46.1% | $7,578-96.8% | $454-46.1% |