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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.3+ years Service code 21 · EIN 61-1256314 2353 ALEXANDRIA DRIVE · LEXINGTON, KY 40504 | Bank Trustee | $12,578 |
SWAN & SONS-MORSS CO., INC.2 years Service code 28 · EIN 16-0656100 309 EAST WATER STREET · ELMIRA, NY 14902 | Investment Management | $5,903 |
Employer contribution per participant 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 | $17,057 | $47,977-64.4% | $154,108-88.9% | $56,289-69.7% |
| Participation rate | 71.6% | 66.2%+5.5pp | 83.0%-11.4pp | 69.9%+1.8pp |
| Annual return | 7.26% | 3.54%+3.7pp | 735.21%-727.9pp | -9.96%+17.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,468 | $2,392-38.6% | $5,081-71.1% | $3,350-56.2% |
| Admin fee / account holder | $195 | $438-55.4% | $13,411-98.5% | $521-62.5% |