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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.2+ years Service code 21 · EIN 61-1256314 2353 ALEXANDRIA DRIVE · LEXINGTON, KY 40504 | Bank Trustee | $11,703 |
Service code 28 · EIN 16-0656100 309 EAST WATER STREET · ELMIRA, NY 14902 | Investment Management | $5,526 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,054 | $55,453-67.4% | $170,435-89.4% | $62,293-71.0% |
| Participation rate | 72.1% | 66.4%+5.7pp | 83.6%-11.5pp | 69.5%+2.5pp |
| Annual return | 10.71% | 21.38%-10.7pp | 205.94%-195.2pp | 28.90%-18.2pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,240 | $2,303-46.2% | $4,939-74.9% | $3,169-60.9% |
| Admin fee / account holder | $182 | $455-60.0% | $13,881-98.7% | $479-62.0% |