Filed October 4, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.6+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $141,753 |
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 | $105,181 | $84,948+23.8% | $70,455+49.3% | $73,412+43.3% |
| Participation rate | 87.1% | 79.9%+7.1pp | 75.1%+12.0pp | 72.2%+14.9pp |
| Annual return | 11.09% | 13.39%-2.3pp | 109.06%-98.0pp | 59.29%-48.2pp |
| Employer contribution / active EE | $7,194 | $2,834+153.8% | $2,737+162.8% | $2,234+222.1% |
| Participant deferral / active EE | $5,155 | $3,387+52.2% | $3,709+39.0% | $3,806+35.5% |
| Admin fee / account holder | $230 | $98+134.3% | $3,845-94.0% | $158+45.6% |