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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY2+ years Service code 12 · EIN 47-0321480 | Sub-transfer agency fees; Investment ... | $37,655 |
MATRIX CLEARANCE AND SETTLEMENT2+ years Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,246 | $80,177-76.0% | $123,892-84.5% | $57,658-66.6% |
| Participation rate | 84.5% | 74.4%+10.0pp | 81.4%+3.1pp | 70.2%+14.2pp |
| Annual return | 18.69% | 17.90%+0.8pp | 47.52%-28.8pp | 5.13%+13.6pp |
| Employer contribution / active EE | $2,559 | $2,913-12.1% | $4,617-44.6% | $1,974+29.7% |
| Participant deferral / active EE | $4,251 | $5,130-17.1% | $5,984-29.0% | $3,061+38.9% |
| Admin fee / account holder | $104 | $106-2.4% | $8,357-98.8% | $95+9.7% |