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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 | $49,655-100.0% | $893,103-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 18.6%-18.6pp | 58.4%-58.4pp | 18.6%-18.6pp |
| Annual return | 2.89% | 9.87%-7.0pp | 10.59%-7.7pp | 9.77%-6.9pp |
| Employer contribution / active EE | $0 | $7,314-100.0% | $33,926-100.0% | $13,890-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $102-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $4,376-100.0% | $2,893-100.0% |