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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.5+ years Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1381380 | Contract Administrator | $63,680 |
Filed as: MML INVESTOR SERVICES, INC. Service code 26 · EIN 04-2746212 | Advisory (Participants) | $40,837 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,379 | $52,953+95.2% | $172,739-40.2% | $65,185+58.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 50.75% | 30.12%+20.6pp | 802.84%-752.1pp | 29.38%+21.4pp |
| Employer contribution / active EE | $15 | $2,190-99.3% | $5,143-99.7% | $2,177-99.3% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $422 | $472-10.5% | $13,954-97.0% | $847-50.1% |