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 COMPANY9+ years Service code 12 · EIN 47-0321480 | Investment management fees paid direc... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 10.66% | 18.04%-7.4pp | 32.33%-21.7pp | 37.77%-27.1pp |
| Employer contribution / active EE | $1,805 | $10,357-82.6% | $33,964-94.7% | $15,798-88.6% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |