Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $101,539+127.0% | $147,041+56.8% | $74,400+209.8% |
| Participation rate | 86.8% | 75.5%+11.3pp | 82.2%+4.6pp | 67.2%+19.6pp |
| Annual return | 17.68% | 8740.84%-8723.2pp | 419.21%-401.5pp | 1367.51%-1349.8pp |
| Employer contribution / active EE | $8,197 | $3,811+115.1% | $4,935+66.1% | $2,624+212.3% |
| Participant deferral / active EE | $6,989 | $7,304-4.3% | $8,071-13.4% | $4,348+60.7% |
| Admin fee / account holder | $870 | $1,749-50.2% | $13,006-93.3% | $1,944-55.2% |