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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMI BENEFIT PLAN ADMINISTRATORS Service code 13 · EIN 34-1781113 | Contract Administrator | $20,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,999 | $46,297+29.6% | $71,671-16.3% | $62,293-3.7% |
| Participation rate | 38.7% | 60.6%-21.9pp | 68.7%-30.0pp | 69.5%-30.8pp |
| Annual return | 20.78% | 22.32%-1.5pp | 20.65%+0.1pp | 28.90%-8.1pp |
| Employer contribution / active EE | $1,140 | $1,412-19.3% | $2,460-53.7% | $2,042-44.2% |
| Participant deferral / active EE | $1,421 | $2,235-36.4% | $3,438-58.7% | $3,169-55.2% |
| Admin fee / account holder | $313 | $461-32.0% | $5,558-94.4% | $479-34.6% |