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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMI BENEFIT PLAN ADMINISTRATORS, IN Service code 13 · EIN 34-1781113 | Contract Administrator | $7,491 |
Service code 63 · EIN 20-0228797 | 12b-1 Fees | $5,720 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,474 | $60,795-86.1% | $69,483-87.8% | $65,186-87.0% |
| Participation rate | 90.2% | 74.9%+15.3pp | 74.6%+15.6pp | 70.2%+20.0pp |
| Annual return | 23.00% | 17.46%+5.5pp | 28.99%-6.0pp | 29.39%-6.4pp |
| Employer contribution / active EE | $996 | $2,452-59.4% | $2,780-64.2% | $2,177-54.3% |
| Participant deferral / active EE | $858 | $3,162-72.9% | $3,537-75.8% | $3,514-75.6% |
| Admin fee / account holder | $109 | $314-65.2% | $3,841-97.2% | $847-87.1% |