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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1256314 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, KY 40504 | Contract Administrator | $28,858 |
MMA SECURITIES LLC5+ years Filed as: MMC SECURITIES CORPORATION Service code 27 · EIN 06-1685865 | Advisory (Plan) | $9,658 |
Service code 10 · EIN 84-2958243 | Accounting | $6,500 |
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.)
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 | $65,247 | $37,446+74.2% | $77,513-15.8% | $79,852-18.3% |
| Participation rate | 23.1% | 41.5%-18.4pp | 54.2%-31.1pp | 69.6%-46.6pp |
| Annual return | 8.45% | 39.76%-31.3pp | 54.81%-46.4pp | 31.72%-23.3pp |
| Employer contribution / active EE | $414 | $637-35.1% | $987-58.1% | $2,471-83.3% |
| Participant deferral / active EE | $552 | $1,261-56.2% | $1,861-70.3% | $3,740-85.2% |
| Admin fee / account holder | $564 | $2,506-77.5% | $2,859-80.3% | $5,306-89.4% |