Filed June 15, 2022
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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY11+ years Service code 12 · EIN 47-0321480 | Claims processing; Trustee (bank, tru... | $114,095 |
DA DAVIDSON & CO7 years Filed as: D.A. DAVIDSON & CO. Service code 27 1225 L STREET, SUITE 200 · LINCOLN, NE 68508 | Advisory (Plan) | $9,000 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 | Accounting | $5,051 |
MATRIX CLEARANCE AND SETTLEMENT11+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $172,111-100.0% | $150,298-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 81.7%-81.7pp | 77.8%-77.8pp | 80.0%-80.0pp |
| Annual return | 7.11% | 69.37%-62.3pp | 62.79%-55.7pp | 220.34%-213.2pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |