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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.8+ years Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1381380 | Contract Administrator | $83,769 |
Filed as: MML INVESTOR SERVICES, INC. Service code 26 · EIN 04-2746212 | Advisory (Participants) | $49,572 |
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.)
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,621 | $73,863+93.1% | $143,797-0.8% | $68,490+108.2% |
| Participation rate | 65.5% | 66.7%-1.2pp | 80.3%-14.9pp | 67.9%-2.4pp |
| Annual return | -9.68% | 0.91%-10.6pp | -0.04%-9.6pp | -7.85%-1.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $915 | $5,756-84.1% | $14,679-93.8% | $5,403-83.1% |