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| Provider | Service type | Compensation |
|---|---|---|
AMI BENEFIT PLAN ADMINISTRATORS INC10+ years Service code 13 · EIN 34-1781113 | Contract Administrator | $171,087 |
TIMOTHY R HOTT PC10+ years Filed as: TIMOTHY J HALCHUCK Service code 26 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Advisory (Participants) | $50,000 |
HILL WARD HENDERSON1 year Filed as: HILL BARTH & KING Service code 10 · EIN 34-1897225 | Accounting | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $223,823-100.0% | $211,142-100.0% | $154,746-100.0% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.3%-87.3pp | 80.7%-80.7pp |
| Annual return | 1.21% | 50.39%-49.2pp | 46.84%-45.6pp | 172.34%-171.1pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |