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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.10+ years Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1381380 | Contract Administrator | $63,562 |
MASSACHUSETTS MUTUAL LIFE INS. CO.10+ years Filed as: MML INVESTOR SERVICES, INC. Service code 26 · EIN 04-2746212 | Advisory (Participants) | $33,218 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,115 | $81,248+46.6% | $155,509-23.4% | $80,856+47.3% |
| Participation rate | 35.1% | 66.2%-31.1pp | 78.2%-43.1pp | 67.6%-32.6pp |
| Annual return | 7.95% | 33.31%-25.4pp | 64.67%-56.7pp | 35.59%-27.6pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,060 | $7,997-86.7% | $15,912-93.3% | $6,918-84.7% |