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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMI BENEFIT PLAN ADMINISTRATORS, IN Service code 13 · EIN 34-1781113 | Contract Administrator | $122,684 |
SCOTT S DUKO6+ years Service code 63 · EIN 34-1959861 | 12b-1 Fees | $41,433 |
HILL WARD HENDERSON3 years Filed as: HILL BARTH & KING, LLC Service code 10 · EIN 34-1897225 | Accounting | $10,700 |
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 | $46,968 | $51,288-8.4% | $81,988-42.7% | $73,412-36.0% |
| Participation rate | 58.2% | 64.0%-5.8pp | 69.3%-11.1pp | 72.2%-14.0pp |
| Annual return | 15.23% | 29.48%-14.3pp | 41.31%-26.1pp | 59.30%-44.1pp |
| Employer contribution / active EE | $277 | $1,487-81.3% | $2,498-88.9% | $2,234-87.6% |
| Participant deferral / active EE | $1,972 | $2,715-27.4% | $3,722-47.0% | $3,806-48.2% |
| Admin fee / account holder | $301 | $125+140.1% | $5,665-94.7% | $158+90.6% |