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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNIFIED TRUST COMPANY Service code 13 · EIN 61-1256314 | Contract Administrator | $16,848 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,350 | $136,307-82.9% | $177,840-86.9% | $73,493-68.2% |
| Participation rate | 96.0% | 86.1%+9.9pp | 87.7%+8.3pp | 70.7%+25.3pp |
| Annual return | 15.17% | 18.68%-3.5pp | 48.32%-33.2pp | 28.51%-13.3pp |
| Employer contribution / active EE | $1,417 | $3,712-61.8% | $5,919-76.1% | $2,270-37.6% |
| Participant deferral / active EE | $6,966 | $5,829+19.5% | $7,714-9.7% | $3,740+86.3% |
| Admin fee / account holder | $134 | $596-77.5% | $12,431-98.9% | $513-73.9% |