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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMI BENEFIT PLAN ADMINISTRATORS, IN Service code 13 · EIN 34-1781113 | Contract Administrator | $217,319 |
Filed as: ELLIS PELLUM & ASSOCIATES, P.A. Service code 10 · EIN 59-1843700 | Accounting | $25,625 |
NEWPORT GROUP, INC.10+ years Filed as: THE NEWPORT GROUP Service code 28 300 INTERNATIONAL PARKWAY · HEATHROW, FL 32746 | Investment Management | $19,900 |
DUNBAR, BENDER & ZAPF, INC.10+ years Filed as: DUNBAR, BENDER & ZAPF, INC Service code 11 400 HOLIDAY DRIVE, SUITE 102 · PITTSBURGH, PA 15220 | Actuarial | $10,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $104,795-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 11.2%-11.2pp | 50.0%-50.0pp | 11.2%-11.2pp |
| Annual return | 2.89% | 9.01%-6.1pp | 12.12%-9.2pp | 9.01%-6.1pp |
| Employer contribution / active EE | $0 | $12,866-100.0% | $33,582-100.0% | $12,866-100.0% |
| Participant deferral / active EE | $0 | $260-100.0% | $0-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $130-100.0% | $4,785-100.0% |