Unified Financial Services, Inc.
74
Plan:
The Unified Companies Retirement Savings Plan
11
64
83
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 9 point difference between this plan's BrightScope Rating (74) and the top rated plan (83) could equate to:
[How is this calculated?]
[How is this calculated?]
5 additional years of work Up to $13,600 in lost retirement savings.The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.
Retirement Plan Description
The Unified Companies Retirement Savings Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 74. This plan is in the top 15% of plans for Investment Menu Quality. The Unified Companies Retirement Savings Plan currently has over 100 active participants and over $4.6M in plan assets.
Retirement Plan Details
| Address |
2353 Alexandria Dr Ste 100
Lexington, KY 40504-3208 |
| Industry | Other Financial Vehicles |
| Administrator | John Penn |
| Net Plan Assets | $4,600,000 |
| Total Participants | 120 |
| Avg Account Balance | $38,000 |
Compare Other Companies in Peer Group
| First New York Securities, L.L.C. | 73.8 |
| Bayrock Mortgage | 66.9 |
| American Recovery Service | 63.6 |
| Access Plans USA By and Through... | 56.5 |
| Student Loan Finance | 49.6 |
| HCFS | 47.4 |
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