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| Provider | Service type | Compensation |
|---|---|---|
ELSASS FINANCIAL GROUP, INC.5 years Service code 63 · EIN 20-0228797 | 12b-1 Fees | $10,737 |
Filed as: AMI BENEFIT PLAN ADMINISTRATORS, IN Service code 13 · EIN 34-1781113 | Contract Administrator | $9,989 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,517 | $65,582-76.3% | $64,101-75.8% | $71,511-78.3% |
| Participation rate | 91.9% | 73.2%+18.7pp | 72.3%+19.5pp | 67.9%+23.9pp |
| Annual return | 18.78% | 18.96%-0.2pp | 33.72%-14.9pp | 28.86%-10.1pp |
| Employer contribution / active EE | $2,014 | $2,671-24.6% | $2,749-26.7% | $2,589-22.2% |
| Participant deferral / active EE | $1,320 | $3,628-63.6% | $3,881-66.0% | $4,291-69.2% |
| Admin fee / account holder | $153 | $616-75.2% | $3,070-95.0% | $1,588-90.4% |