Filed October 4, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.3+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $116,158 |
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 | $95,777 | $74,552+28.5% | $63,018+52.0% | $69,631+37.5% |
| Participation rate | 89.1% | 78.3%+10.8pp | 74.8%+14.3pp | 70.7%+18.4pp |
| Annual return | 13.55% | 15.77%-2.2pp | 87.62%-74.1pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $6,236 | $2,929+112.9% | $2,761+125.9% | $2,032+206.9% |
| Participant deferral / active EE | $4,277 | $2,974+43.8% | $3,330+28.4% | $3,224+32.7% |
| Admin fee / account holder | $218 | $59+266.5% | $3,601-94.0% | $110+97.2% |