Filed October 4, 2024 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.9+ years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $159,992 |
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 | $96,338 | $83,884+14.8% | $64,097+50.3% | $74,473+29.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 13.72% | 16.57%-2.9pp | 33.75%-20.0pp | 34.36%-20.6pp |
| Employer contribution / active EE | $8,395 | $3,084+172.3% | $2,750+205.3% | $2,638+218.2% |
| Participant deferral / active EE | $5,534 | $3,692+49.9% | $3,881+42.6% | $4,530+22.2% |
| Admin fee / account holder | $208 | $196+6.1% | $3,070-93.2% | $347-40.1% |