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.
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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY10+ years Service code 12 · EIN 47-0321480 | Investment management fees paid direc... | $549,643 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $94,074 |
MATRIX CLEARANCE AND SETTLEMENT10+ years Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,821 | $68,110+33.3% | $155,534-41.6% | $99,314-8.6% |
| Participation rate | 97.0% | 67.8%+29.2pp | 78.2%+18.7pp | 71.7%+25.3pp |
| Annual return | 16.69% | 16.16%+0.5pp | 64.92%-48.2pp | 17.67%-1.0pp |
| Employer contribution / active EE | $3,688 | $2,291+61.0% | $4,675-21.1% | $3,264+13.0% |
| Participant deferral / active EE | $5,869 | $3,865+51.9% | $5,630+4.2% | $5,346+9.8% |
| Admin fee / account holder | $63 | $94-32.9% | $15,900-99.6% | $109-42.2% |