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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMI BENEFIT PLAN ADMINISTRATORS, IN Service code 13 · EIN 34-1781113 | Contract Administrator | $92,354 |
TIMOTHY R HOTT PC4+ years Filed as: TIMOTHY J HALCHUCK Service code 26 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Advisory (Participants) | $74,256 |
HILL WARD HENDERSON4+ years Filed as: HILL BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $10,085 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,457 | $73,404+45.0% | $87,103+22.2% | $67,582+57.5% |
| Participation rate | 94.9% | 80.9%+14.0pp | 76.9%+18.0pp | 71.3%+23.6pp |
| Annual return | 4.07% | 48.29%-44.2pp | 28.19%-24.1pp | 378.57%-374.5pp |
| Employer contribution / active EE | $6,932 | $2,014+244.2% | $2,521+174.9% | $2,148+222.7% |
| Participant deferral / active EE | $4,875 | $3,913+24.6% | $4,049+20.4% | $3,539+37.7% |
| Admin fee / account holder | $382 | $142+170.1% | $7,491-94.9% | $142+168.8% |