Filed May 17, 2017 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.4+ years Filed as: UNIFIED TRUST COMPANY Service code 12 · EIN 61-1256314 | Shareholder servicing fees; Distribut... | $80,510 |
SIKICH LLP4+ years Service code 28 · EIN 36-3168081 | Investment Management | $43,680 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,962 | $49,177+139.9% | $79,464+48.4% | $64,186+83.8% |
| Participation rate | 95.7% | 65.0%+30.6pp | 73.3%+22.3pp | 69.6%+26.1pp |
| Annual return | -4.09% | -1.16%-2.9pp | 718.14%-722.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $6,831 | $2,076+229.0% | $2,800+143.9% | $2,381+186.9% |
| Participant deferral / active EE | $9,397 | $2,821+233.1% | $3,704+153.7% | $3,470+170.8% |
| Admin fee / account holder | $947 | $3,839-75.3% | $5,113-81.5% | $4,888-80.6% |