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 |
|---|---|---|
UNION BANK & TRUST COMPANY7+ years Service code 12 · EIN 47-0321480 | Participant communication; Recordkeep... | $380,506 |
MATRIX CLEARANCE AND SETTLEMENT7+ years Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,920 | $67,512+71.7% | $185,854-37.6% | $93,010+24.6% |
| Participation rate | 94.2% | 67.1%+27.1pp | 81.7%+12.5pp | 73.9%+20.3pp |
| Annual return | 16.95% | 21.04%-4.1pp | 122.12%-105.2pp | 158.70%-141.8pp |
| Employer contribution / active EE | $4,238 | $1,783+137.7% | $5,169-18.0% | $2,705+56.7% |
| Participant deferral / active EE | $5,158 | $3,035+69.9% | $5,569-7.4% | $4,561+13.1% |
| Admin fee / account holder | $61 | $318-80.7% | $16,246-99.6% | $152-59.6% |