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 COMPANY9+ years Service code 12 · EIN 47-0321480 | Claims processing; Recordkeeping and ... | $525,974 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $68,501 |
MATRIX CLEARANCE AND SETTLEMENT9+ years Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,472 | $59,312+35.7% | $149,740-46.3% | $103,657-22.4% |
| Participation rate | 95.7% | 70.3%+25.4pp | 78.8%+16.9pp | 73.4%+22.3pp |
| Annual return | 34.84% | 78.03%-43.2pp | 134.51%-99.7pp | 33.13%+1.7pp |
| Employer contribution / active EE | $3,779 | $2,187+72.8% | $4,821-21.6% | $3,216+17.5% |
| Participant deferral / active EE | $4,628 | $3,719+24.4% | $5,683-18.6% | $5,218-11.3% |
| Admin fee / account holder | $60 | $103-41.8% | $13,222-99.5% | $114-47.6% |