Filed October 4, 2024 (most recent of 7 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.8+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $155,749 |
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 | $91,811 | $79,151+16.0% | $60,919+50.7% | $64,824+41.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 73.1%+26.9pp | 71.5%+28.5pp |
| Annual return | -11.02% | -7.12%-3.9pp | 16.96%-28.0pp | 32.84%-43.9pp |
| Employer contribution / active EE | $8,061 | $3,052+164.1% | $2,704+198.1% | $2,507+221.5% |
| Participant deferral / active EE | $5,238 | $3,727+40.5% | $3,814+37.3% | $4,311+21.5% |
| Admin fee / account holder | $219 | $106+107.4% | $3,228-93.2% | $188+16.7% |