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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMI BENEFIT PLAN ADMINISTRATORS, IN Service code 13 · EIN 34-1781113 | Contract Administrator | $93,464 |
TIMOTHY R HOTT PC5+ years Filed as: TIMOTHY J HALCHUCK Service code 26 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Advisory (Participants) | $87,160 |
HILL WARD HENDERSON5+ years Filed as: HILL BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $10,585 |
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 | $116,673 | $79,519+46.7% | $95,964+21.6% | $73,412+58.9% |
| Participation rate | 99.0% | 81.2%+17.9pp | 77.1%+22.0pp | 72.2%+26.9pp |
| Annual return | 11.79% | 19.20%-7.4pp | 91.64%-79.9pp | 59.30%-47.5pp |
| Employer contribution / active EE | $9,161 | $2,048+347.4% | $2,541+260.5% | $2,234+310.1% |
| Participant deferral / active EE | $5,586 | $4,138+35.0% | $4,167+34.1% | $3,806+46.8% |
| Admin fee / account holder | $386 | $184+109.5% | $6,797-94.3% | $158+144.6% |