Filed October 4, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.2+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $173,594 |
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 | $87,378 | $68,408+27.7% | $57,196+52.8% | $57,658+51.5% |
| Participation rate | 89.2% | 79.1%+10.1pp | 75.3%+13.9pp | 70.2%+19.0pp |
| Annual return | 7.56% | 8.51%-0.9pp | 14.59%-7.0pp | 5.13%+2.4pp |
| Employer contribution / active EE | $6,423 | $2,869+123.9% | $2,683+139.4% | $1,974+225.4% |
| Participant deferral / active EE | $4,235 | $2,903+45.9% | $3,096+36.8% | $3,061+38.4% |
| Admin fee / account holder | $203 | $70+191.5% | $3,141-93.5% | $95+114.8% |