See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.2+ years Service code 13 · EIN 61-1256314 | Contract Administrator | $217,906 |
STOCK YARDS BANK & TRUST2+ years Service code 26 P.O. BOX 34290 · LOUISVILLE, KY 402324290 | Advisory (Participants) | $27,643 |
COMMONWEALTH FINANCIAL NETWORK2+ years Filed as: COMMONWEALTH BANK & TRUST COMPANY Service code 26 4350 BROWNSBORO ROAD, SUITE 210 · LOUISVILLE, KY 40207 | Advisory (Participants) | $7,253 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value 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 | $401,176 | $77,634+416.8% | $156,549+156.3% | $62,891+537.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.50% | 50.32%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $43,189 | $3,444+1154.1% | $5,501+685.1% | $2,281+1793.5% |
| Participant deferral / active EE | $24,017 | $3,045+688.6% | $4,871+393.1% | $3,203+649.9% |
| Admin fee / account holder | $1,417 | $5,561-74.5% | $13,027-89.1% | $4,296-67.0% |