Filed September 2, 2026 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AMERIBEN3 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,659 | $105,181-26.2% | $159,436-51.3% | $85,850-9.5% |
| Participation rate | 51.5% | 75.8%-24.3pp | 82.8%-31.4pp | 69.3%-17.8pp |
| Annual return | 15.64% | 45.07%-29.4pp | 263.57%-247.9pp | 318.53%-302.9pp |
| Employer contribution / active EE | $1,495 | $3,318-55.0% | $4,829-69.0% | $2,565-41.7% |
| Participant deferral / active EE | $3,090 | $5,945-48.0% | $7,352-58.0% | $3,952-21.8% |
| Admin fee / account holder | $22 | $6,933-99.7% | $10,799-99.8% | $6,260-99.6% |