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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMI BENEFIT PLAN ADMINISTRATORS, IN Service code 13 · EIN 34-1781113 | Contract Administrator | $13,380 |
ELSASS FINANCIAL GROUP, INC.3 years Service code 63 · EIN 20-0228797 | 12b-1 Fees | $9,397 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,905 | $74,706-78.7% | $75,714-79.0% | $79,391-80.0% |
| Participation rate | 83.5% | 75.3%+8.1pp | 74.8%+8.7pp | 70.7%+12.8pp |
| Annual return | 13.65% | 18.52%-4.9pp | 104.62%-91.0pp | 116.88%-103.2pp |
| Employer contribution / active EE | $1,330 | $2,590-48.7% | $2,744-51.5% | $2,428-45.2% |
| Participant deferral / active EE | $949 | $3,533-73.1% | $3,820-75.1% | $4,046-76.5% |
| Admin fee / account holder | $223 | $374-40.4% | $3,619-93.8% | $627-64.4% |