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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMI BENEFIT PLAN ADMINISTRATORS, IN Service code 13 · EIN 34-1781113 | Contract Administrator | $140,896 |
SCOTT S DUKO10+ years Service code 63 · EIN 34-1959861 | 12b-1 Fees | $53,471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,428 | $55,457-14.5% | $76,119-37.7% | $77,736-39.0% |
| Participation rate | 56.5% | 63.6%-7.1pp | 69.1%-12.6pp | 70.6%-14.1pp |
| Annual return | 12.10% | 17.09%-5.0pp | 361.25%-349.1pp | 31.26%-19.2pp |
| Employer contribution / active EE | $953 | $1,792-46.8% | $2,693-64.6% | $2,728-65.1% |
| Participant deferral / active EE | $2,209 | $3,454-36.1% | $4,259-48.1% | $4,651-52.5% |
| Admin fee / account holder | $322 | $411-21.5% | $6,421-95.0% | $433-25.6% |