Filed October 25, 2023 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AMERIBEN1 year Service code 13 · EIN 82-0360424 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $45,783 | $89,370-48.8% | $141,197-67.6% | $72,976-37.3% |
| Participation rate | 54.6% | 75.1%-20.5pp | 82.5%-27.8pp | 69.5%-14.8pp |
| Annual return | 32.57% | 111.88%-79.3pp | 71.41%-38.8pp | 81.02%-48.4pp |
| Employer contribution / active EE | $1,228 | $3,115-60.6% | $4,736-74.1% | $2,440-49.7% |
| Participant deferral / active EE | $2,574 | $5,419-52.5% | $6,710-61.6% | $3,608-28.6% |
| Admin fee / account holder | $38 | $5,957-99.4% | $10,265-99.6% | $5,124-99.3% |