Filed October 25, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERIBEN2 years 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 | $64,460 | $98,776-34.7% | $149,745-57.0% | $79,856-19.3% |
| Participation rate | 49.3% | 75.8%-26.5pp | 82.5%-33.1pp | 69.6%-20.3pp |
| Annual return | 19.22% | 27.38%-8.2pp | 276.72%-257.5pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,368 | $3,217-57.5% | $4,646-70.6% | $2,471-44.7% |
| Participant deferral / active EE | $2,853 | $5,681-49.8% | $6,843-58.3% | $3,741-23.7% |
| Admin fee / account holder | $44 | $6,053-99.3% | $9,312-99.5% | $5,306-99.2% |