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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNION BANK AND TRUST Service code 15 · EIN 47-6174009 | Recordkeeping | $102,096 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $8,298 |
Filed as: UNION BANK & TRUST Service code 27 · EIN 81-0139474 | Advisory (Plan) | $6,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,515 | $101,591+126.9% | $147,096+56.7% | $74,429+209.7% |
| Participation rate | 86.8% | 75.5%+11.3pp | 82.2%+4.6pp | 67.2%+19.6pp |
| Annual return | 17.68% | 8746.45%-8728.8pp | 419.75%-402.1pp | 1368.38%-1350.7pp |
| Employer contribution / active EE | $8,197 | $3,813+115.0% | $4,936+66.1% | $2,625+212.3% |
| Participant deferral / active EE | $6,989 | $7,302-4.3% | $8,071-13.4% | $4,348+60.7% |
| Admin fee / account holder | $870 | $1,750-50.3% | $13,005-93.3% | $1,944-55.2% |