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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.2 years Service code 13 · EIN 61-1256314 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, KY 40504 | Contract Administrator | $10,568 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,335 | $69,159-92.3% | $125,195-95.7% | $67,582-92.1% |
| Participation rate | 64.5% | 78.2%-13.7pp | 79.8%-15.3pp | 71.3%-6.8pp |
| Annual return | 23.64% | 27.12%-3.5pp | 43.79%-20.1pp | 378.57%-354.9pp |
| Employer contribution / active EE | $969 | $2,023-52.1% | $3,866-74.9% | $2,148-54.9% |
| Participant deferral / active EE | $1,057 | $3,700-71.4% | $4,937-78.6% | $3,539-70.1% |
| Admin fee / account holder | $31 | $142-78.2% | $9,704-99.7% | $142-78.2% |