Filed October 4, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.1+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $86,171 |
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 | $82,273 | $67,166+22.5% | $57,356+43.4% | $55,191+49.1% |
| Participation rate | 87.1% | 77.7%+9.4pp | 75.1%+12.0pp | 69.2%+17.9pp |
| Annual return | 2.92% | 4.22%-1.3pp | 24.41%-21.5pp | 10.78%-7.9pp |
| Employer contribution / active EE | $6,337 | $2,812+125.4% | $2,689+135.7% | $1,899+233.8% |
| Participant deferral / active EE | $3,806 | $2,835+34.3% | $3,162+20.4% | $3,046+24.9% |
| Admin fee / account holder | $203 | $44+365.3% | $3,357-94.0% | $91+123.2% |