Filed September 4, 2025 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1256314 | Contract Administrator | $117,326 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,961 | $52,293+89.2% | $178,503-44.6% | $73,412+34.8% |
| Participation rate | 94.4% | 65.3%+29.0pp | 81.9%+12.5pp | 72.2%+22.2pp |
| Annual return | 10.75% | 34.75%-24.0pp | 151.12%-140.4pp | 59.30%-48.5pp |
| Employer contribution / active EE | $2,791 | $1,736+60.8% | $5,011-44.3% | $2,234+24.9% |
| Participant deferral / active EE | $4,715 | $2,333+102.1% | $5,202-9.4% | $3,806+23.9% |
| Admin fee / account holder | $406 | $127+218.8% | $13,987-97.1% | $158+157.1% |