Filed October 15, 2002
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
UNION BANK & TRUST COMPANY10+ years Service code 12 · EIN 47-0321480 | Trustee (bank, trust company, or simi... | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 2.51% | 8.46%-6.0pp | 9.82%-7.3pp | 8.76%-6.2pp |
| Employer contribution / active EE | $6,676 | $11,054-39.6% | $30,322-78.0% | $16,664-59.9% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |