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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.1+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $47,927 |
PARADIGM CONSULTING, INC.1+ years Service code 27 133 BUSINESS PARK DRIVE · UTICA, NY 13502 | Advisory (Plan) | $25,197 |
FUST CHARLES CHAMBERS LLP1+ years Filed as: FUST CHARLES CHAMBERS, LLP Service code 10 · EIN 16-1226221 | Accounting | $9,859 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $51,165 | $37,117+37.8% | $147,617-65.3% | $55,191-7.3% |
| Participation rate | 25.2% | 63.6%-38.4pp | 84.6%-59.4pp | 69.2%-44.0pp |
| Annual return | -0.17% | 3.44%-3.6pp | 61.98%-62.2pp | 10.78%-11.0pp |
| Employer contribution / active EE | $242 | $1,620-85.1% | $5,564-95.6% | $1,899-87.3% |
| Participant deferral / active EE | $885 | $1,985-55.4% | $4,895-81.9% | $3,046-70.9% |
| Admin fee / account holder | $417 | $86+387.3% | $11,612-96.4% | $91+359.4% |