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| Provider | Service type | Compensation |
|---|---|---|
UNIFIED TRUST COMPANY, N.A.2 years Service code 37 · EIN 61-1256314 2353 ALEXANDRIA DRIVE, SUITE 100 · LEXINGTON, KY 40504 | Loan Processing | $2,959 |
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 | $127,111 | $99,957+27.2% | $149,715-15.1% | $73,493+73.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 11.31% | 53.87%-42.6pp | 276.66%-265.4pp | 28.51%-17.2pp |
| Employer contribution / active EE | $6,598 | $3,191+106.8% | $4,645+42.1% | $2,270+190.7% |
| Participant deferral / active EE | $6,327 | $6,073+4.2% | $6,842-7.5% | $3,740+69.2% |
| Admin fee / account holder | $21 | $551-96.2% | $9,310-99.8% | $513-95.9% |