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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMI BENEFIT PLAN ADMINISTRATORS, IN Service code 13 · EIN 34-1781113 | Contract Administrator | $125,070 |
TIMOTHY R HOTT PC6+ years Filed as: TIMOTHY J HALCHUCK Service code 26 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Advisory (Participants) | $103,681 |
HILL WARD HENDERSON6+ years Filed as: HILL BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $10,965 |
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 | $152,511 | $185,342-17.7% | $111,308+37.0% | $86,821+75.7% |
| Participation rate | 93.8% | 81.0%+12.8pp | 77.3%+16.5pp | 72.3%+21.5pp |
| Annual return | 24.47% | 500.80%-476.3pp | 54.67%-30.2pp | 97.94%-73.5pp |
| Employer contribution / active EE | $6,290 | $2,246+180.0% | $2,732+130.2% | $2,406+161.4% |
| Participant deferral / active EE | $5,406 | $4,458+21.2% | $4,487+20.5% | $4,132+30.8% |
| Admin fee / account holder | $525 | $255+105.3% | $7,965-93.4% | $170+209.3% |