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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMI BENEFIT PLAN ADMINISTRATORS, IN Service code 13 · EIN 34-1781113 | Contract Administrator | $80,749 |
TIMOTHY R HOTT PC3+ years Filed as: TIMOTHY J HALCHUCK Service code 26 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Advisory (Participants) | $70,609 |
HILL WARD HENDERSON3+ years Filed as: HILL BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $9,425 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,877 | $65,118+58.0% | $76,767+34.0% | $55,725+84.6% |
| Participation rate | 96.3% | 79.6%+16.7pp | 77.0%+19.4pp | 70.9%+25.5pp |
| Annual return | 11.99% | -1.27%+13.3pp | 2.43%+9.6pp | 244.93%-232.9pp |
| Employer contribution / active EE | $6,768 | $1,941+248.7% | $2,485+172.3% | $2,078+225.7% |
| Participant deferral / active EE | $4,615 | $3,688+25.1% | $3,852+19.8% | $3,356+37.5% |
| Admin fee / account holder | $366 | $116+216.1% | $6,675-94.5% | $115+218.0% |