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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.8+ years Service code 21 · EIN 61-1256314 2353 ALEXANDRIA DRIVE · LEXINGTON, KY 40504 | Bank Trustee | $5,913 |
SWAN & SONS-MORSS CO., INC.7 years Service code 28 · EIN 16-0656100 309 EAST WATER STREET · ELMIRA, NY 14902 | Investment Management | $3,255 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,053 | $77,920-79.4% | $149,723-89.3% | $75,177-78.6% |
| Participation rate | 97.6% | 65.6%+32.0pp | 78.8%+18.8pp | 67.2%+30.4pp |
| Annual return | 9.24% | 31.72%-22.5pp | 134.50%-125.3pp | 160.75%-151.5pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,640 | $3,411-22.6% | $5,682-53.5% | $4,126-36.0% |
| Admin fee / account holder | $130 | $5,951-97.8% | $13,215-99.0% | $5,651-97.7% |