Filed April 15, 2024
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.8+ years Filed as: UNIFIED TRUST COMPANY, NA Service code 13 · EIN 61-1256314 | Contract Administrator | $579,448 |
ZACHARY GEHAN7 years Service code 30 · EIN 16-6184130 | Direct payment from the plan; Employe... | $44,030 |
SLEVIN & HART, P.C.8+ years Filed as: SLEVIN & HART, PC Service code 29 · EIN 52-1708613 | Legal | $42,537 |
KRISTIN OWEN8+ years Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $36,742 |
BENESYS, INC.8+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS, INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $35,395 |
Filed as: KELLEY MCLAUGHLIN Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $28,983 |
BRIAN FREEMAN5 years Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $22,195 |
LAUREN TESTA4 years Service code 30 · EIN 16-6184130 | Employee (plan); Direct payment from ... | $22,066 |
THE SEGAL COMPANY4 years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $15,660 |
PETER DECARLO CPA, PLLC8+ years Service code 10 · EIN 51-0545975 | Accounting | $15,000 |
Participant contribution per participant 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 | $10,314 | $39,166-73.7% | $79,583-87.0% | $78,104-86.8% |
| Participation rate | 91.1% | 57.3%+33.8pp | 69.5%+21.6pp | 74.5%+16.6pp |
| Annual return | -12.39% | -9.39%-3.0pp | 0.16%-12.6pp | 10.90%-23.3pp |
| Employer contribution / active EE | $1,236 | $1,019+21.3% | $2,414-48.8% | $3,128-60.5% |
| Participant deferral / active EE | $517 | $2,079-75.1% | $3,986-87.0% | $5,089-89.8% |
| Admin fee / account holder | $93 | $67+39.1% | $6,835-98.6% | $79+18.2% |