Filed April 25, 2024
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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.2+ years Filed as: UNIFIED TRUST CO. N.A. Service code 21 2353 ALEXANDRIA DR SUITE 100 · LEXINGTON, KY 40504 | Bank Trustee | $925 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL CORP. Service code 27 · EIN 95-2834236 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $76,093 | $25,723+195.8% | $69,182+10.0% | $55,167+37.9% |
| Participation rate | 25.1% | 39.4%-14.3pp | 55.1%-30.0pp | 69.0%-43.9pp |
| Annual return | 7.06% | 9.56%-2.5pp | -21.93%+29.0pp | 169.23%-162.2pp |
| Employer contribution / active EE | $435 | $480-9.4% | $1,206-63.9% | $1,963-77.8% |
| Participant deferral / active EE | $948 | $963-1.6% | $1,897-50.0% | $3,054-69.0% |
| Admin fee / account holder | $19 | $365-94.7% | $2,697-99.3% | $504-96.2% |