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| Provider | Service type | Compensation |
|---|---|---|
ELSASS FINANCIAL GROUP, INC.6 years Service code 63 · EIN 20-0228797 | 12b-1 Fees | $15,066 |
Filed as: AMI BENEFIT PLAN ADMINISTRATORS, IN Service code 13 · EIN 34-1781113 | Contract Administrator | $15,016 |
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 | $18,863 | $69,774-73.0% | $67,561-72.1% | $74,429-74.7% |
| Participation rate | 90.5% | 71.4%+19.2pp | 72.9%+17.6pp | 67.2%+23.3pp |
| Annual return | 13.16% | -40.53%+53.7pp | 3525.44%-3512.3pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $2,215 | $2,710-18.3% | $2,735-19.0% | $2,625-15.6% |
| Participant deferral / active EE | $1,495 | $3,636-58.9% | $4,003-62.7% | $4,348-65.6% |
| Admin fee / account holder | $200 | $890-77.6% | $4,006-95.0% | $1,944-89.7% |