Filed October 4, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.5+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $132,723 |
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 | $96,761 | $95,542+1.3% | $69,483+39.3% | $67,582+43.2% |
| Participation rate | 79.5% | 79.4%+0.1pp | 74.6%+4.9pp | 71.3%+8.2pp |
| Annual return | 16.81% | 17.67%-0.9pp | 28.99%-12.2pp | 378.57%-361.8pp |
| Employer contribution / active EE | $5,479 | $2,989+83.3% | $2,780+97.1% | $2,148+155.1% |
| Participant deferral / active EE | $3,798 | $3,263+16.4% | $3,537+7.4% | $3,539+7.3% |
| Admin fee / account holder | $218 | $90+143.1% | $3,841-94.3% | $142+53.4% |