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| Provider | Service type | Compensation |
|---|---|---|
Filed as: AMI BENEFIT PLAN ADMINISTRATORS, IN Service code 13 · EIN 34-1781113 | Contract Administrator | $107,613 |
TIMOTHY R HOTT PC7+ years Filed as: TIMOTHY J HALCHUCK Service code 26 100 TERRA BELLA DRIVE · YOUNGSTOWN, OH 44505 | Advisory (Participants) | $100,000 |
HILL WARD HENDERSON7+ years Filed as: HILL BARTH & KING LLC Service code 10 · EIN 34-1897225 | Accounting | $8,525 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,793 | $72,303+60.2% | $86,698+33.6% | $64,824+78.6% |
| Participation rate | 98.5% | 80.4%+18.0pp | 76.6%+21.9pp | 71.5%+27.0pp |
| Annual return | -20.08% | 392.77%-412.9pp | 35.96%-56.0pp | 32.84%-52.9pp |
| Employer contribution / active EE | $5,535 | $2,393+131.3% | $2,837+95.1% | $2,507+120.8% |
| Participant deferral / active EE | $5,955 | $4,660+27.8% | $4,656+27.9% | $4,311+38.1% |
| Admin fee / account holder | $463 | $174+166.0% | $7,492-93.8% | $188+146.4% |