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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.1+ years Service code 21 · EIN 61-1256314 2353 ALEXANDRIA DRIVE · LEXINGTON, KY 40504 | Bank Trustee | $11,483 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,870 | $46,732-61.8% | $156,551-88.6% | $55,167-67.6% |
| Participation rate | 80.0% | 65.8%+14.2pp | 84.0%-4.0pp | 69.0%+11.0pp |
| Annual return | 1.66% | 17.72%-16.1pp | 32.23%-30.6pp | 169.23%-167.6pp |
| Employer contribution / active EE | $0 | $2,105-100.0% | $5,501-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,257 | $2,204-43.0% | $4,871-74.2% | $3,054-58.8% |
| Admin fee / account holder | $179 | $418-57.1% | $13,028-98.6% | $504-64.4% |