Filed July 12, 2022 (most recent of 2 filings on file)
Total covered: 2 employees
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.2 years Service code 24 · EIN 61-1256314 | Discretionary Trustee | $21,049 |
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 | $105,821 | $57,976+82.5% | $63,005+68.0% | $62,293+69.9% |
| Participation rate | 73.7% | 75.9%-2.2pp | 74.8%-1.1pp | 69.5%+4.2pp |
| Annual return | 13.81% | 17.54%-3.7pp | 87.59%-73.8pp | 28.90%-15.1pp |
| Employer contribution / active EE | $3,050 | $2,415+26.3% | $2,760+10.5% | $2,042+49.4% |
| Participant deferral / active EE | $4,100 | $2,956+38.7% | $3,329+23.2% | $3,169+29.4% |
| Admin fee / account holder | $1 | $276-99.7% | $3,599-100.0% | $479-99.8% |