Filed May 17, 2017 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.2+ years Filed as: UNIFIED TRUST COMPANY Service code 12 · EIN 61-1256314 | Claims processing; Sub-transfer agenc... | $52,727 |
SIKICH LLP2+ years Service code 28 · EIN 36-3168081 | Investment Management | $36,415 |
BANSLEY AND KIENER, LLP2+ years Filed as: BANSLEY & KIENER Service code 10 · EIN 36-2152389 | Accounting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $127,765 | $48,078+165.7% | $78,676+62.4% | $62,881+103.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.66% | 31.36%-23.7pp | 62.19%-54.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $6,395 | $2,015+217.5% | $2,850+124.4% | $2,281+180.4% |
| Participant deferral / active EE | $9,529 | $2,587+268.3% | $3,517+171.0% | $3,203+197.5% |
| Admin fee / account holder | $792 | $3,206-75.3% | $4,510-82.4% | $4,296-81.6% |