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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNIFIED TRUST COMPANY Service code 15 · EIN 61-1256314 | Recordkeeping | $2,650 |
Service code 13 · EIN 62-1757444 | Contract Administrator | $800 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $586 |
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 | $34,869 | $73,102-52.3% | $123,552-71.8% | $56,287-38.1% |
| Participation rate | 92.0% | 74.3%+17.6pp | 82.3%+9.7pp | 69.9%+22.1pp |
| Annual return | -0.04% | 3.01%-3.0pp | 119.20%-119.2pp | -9.96%+9.9pp |
| Employer contribution / active EE | $1,523 | $2,977-48.8% | $4,628-67.1% | $2,111-27.8% |
| Participant deferral / active EE | $3,546 | $5,423-34.6% | $6,426-44.8% | $3,350+5.9% |
| Admin fee / account holder | $130 | $554-76.5% | $9,285-98.6% | $521-75.0% |