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 |
|---|---|---|
Filed as: AMI BENEFIT PLAN ADMINISTRATORS, IN Service code 13 · EIN 34-1781113 | Contract Administrator | $119,593 |
SCOTT S DUKO4+ years Service code 63 · EIN 34-1959861 | 12b-1 Fees | $40,415 |
HILL WARD HENDERSON1 year Filed as: HILL BARTH & KING, LLC Service code 10 · EIN 34-1897225 | Accounting | $10,250 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,584 | $41,467-11.8% | $67,313-45.7% | $55,725-34.3% |
| Participation rate | 57.0% | 62.5%-5.5pp | 69.1%-12.1pp | 70.9%-13.8pp |
| Annual return | -4.10% | 0.82%-4.9pp | -4.08%0pp | 244.93%-249.0pp |
| Employer contribution / active EE | $730 | $1,316-44.6% | $2,566-71.6% | $2,078-64.9% |
| Participant deferral / active EE | $1,675 | $2,399-30.2% | $3,568-53.1% | $3,356-50.1% |
| Admin fee / account holder | $310 | $102+203.9% | $4,507-93.1% | $115+169.2% |