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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.7+ years Service code 21 · EIN 61-1256314 2353 ALEXANDRIA DRIVE · LEXINGTON, KY 40504 | Bank Trustee | $12,698 |
SWAN & SONS-MORSS CO., INC.6 years Service code 28 · EIN 16-0656100 309 EAST WATER STREET · ELMIRA, NY 14902 | Investment Management | $5,769 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,784 | $73,863-78.6% | $143,797-89.0% | $68,490-77.0% |
| Participation rate | 82.1% | 66.7%+15.5pp | 80.3%+1.8pp | 67.9%+14.2pp |
| Annual return | -8.00% | 0.91%-8.9pp | -0.04%-8.0pp | -7.85%-0.1pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,511 | $3,385-25.8% | $5,638-55.5% | $4,028-37.7% |
| Admin fee / account holder | $229 | $5,756-96.0% | $14,679-98.4% | $5,403-95.8% |