Filed April 15, 2024
Total covered: 3 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.6+ years Filed as: UNIFIED TRUST COMPANY, NA Service code 13 · EIN 61-1256314 | Contract Administrator | $610,631 |
SLEVIN & HART, P.C.6+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $122,651 |
ZACHARY GEHAN5 years Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $29,647 |
Filed as: KELLEY MCLAUGHLIN Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $25,574 |
PHIL BRUZZESE6+ years Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $25,121 |
KRISTIN OWEN6+ years Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $23,346 |
BRIAN FREEMAN3 years Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $22,422 |
BENESYS, INC.6+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $21,009 |
LAUREN TESTA2 years Service code 30 · EIN 16-6184130 | Direct payment from the plan; Employe... | $19,788 |
PETER DECARLO CPA, PLLC6+ years Service code 10 · EIN 51-0545975 | Accounting | $15,000 |
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 | $10,001 | $40,984-75.6% | $90,970-89.0% | $93,223-89.3% |
| Participation rate | 93.3% | 59.7%+33.6pp | 69.0%+24.3pp | 74.9%+18.4pp |
| Annual return | 10.51% | 17.56%-7.0pp | 134.60%-124.1pp | 19.29%-8.8pp |
| Employer contribution / active EE | $1,201 | $840+43.0% | $2,122-43.4% | $2,680-55.2% |
| Participant deferral / active EE | $529 | $1,856-71.5% | $3,373-84.3% | $4,563-88.4% |
| Admin fee / account holder | $113 | $75+51.0% | $5,961-98.1% | $79+43.2% |