Filed April 15, 2024
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.5+ years Filed as: UNIFIED TRUST COMPANY, NA Service code 13 · EIN 61-1256314 | Contract Administrator | $592,431 |
SLEVIN & HART, P.C.5+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $98,791 |
ZACHARY GEHAN4 years Service code 30 · EIN 16-6184130 | Direct payment from the plan; Employe... | $45,520 |
KRISTIN OWEN5+ years Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $32,877 |
BENESYS, INC.5+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $21,458 |
Filed as: KELLEY MCLAUGHLIN Service code 30 · EIN 16-6184130 | Direct payment from the plan; Employe... | $20,734 |
BRIAN FREEMAN2 years Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $19,274 |
PHIL BRUZZESE5+ years Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $16,766 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $15,000 |
REGINA HEILAND2 years Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $14,021 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,724 | $41,410-78.9% | $84,023-89.6% | $82,204-89.4% |
| Participation rate | 93.7% | 57.6%+36.0pp | 69.0%+24.6pp | 73.4%+20.3pp |
| Annual return | 17.73% | 21.09%-3.4pp | 71.32%-53.6pp | 26.31%-8.6pp |
| Employer contribution / active EE | $1,284 | $833+54.1% | $1,984-35.3% | $2,707-52.6% |
| Participant deferral / active EE | $568 | $1,628-65.1% | $3,239-82.5% | $4,246-86.6% |
| Admin fee / account holder | $103 | $89+15.7% | $6,102-98.3% | $76+35.9% |