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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.5+ years Service code 21 · EIN 61-1256314 2353 ALEXANDRIA DRIVE · LEXINGTON, KY 40504 | Bank Trustee | $12,394 |
SWAN & SONS-MORSS CO., INC.4 years Service code 28 · EIN 16-0656100 309 EAST WATER STREET · ELMIRA, NY 14902 | Investment Management | $5,461 |
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 | $14,267 | $58,895-75.8% | $178,503-92.0% | $73,497-80.6% |
| Participation rate | 71.0% | 66.2%+4.8pp | 81.9%-10.9pp | 70.7%+0.3pp |
| Annual return | 7.25% | 24.86%-17.6pp | 151.12%-143.9pp | 28.51%-21.3pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,609 | $2,567-37.3% | $5,202-69.1% | $3,740-57.0% |
| Admin fee / account holder | $172 | $400-57.0% | $13,987-98.8% | $513-66.4% |