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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY10+ years Service code 12 · EIN 47-0321480 | Claims processing; Recordkeeping fees... | $17,495 |
MATRIX CLEARANCE AND SETTLEMENT10+ years Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,551 | $54,690-67.9% | $76,030-76.9% | $74,478-76.4% |
| Participation rate | 73.2% | 60.3%+12.9pp | 69.1%+4.1pp | 67.2%+6.0pp |
| Annual return | 13.44% | 31.92%-18.5pp | 361.54%-348.1pp | 1370.56%-1357.1pp |
| Employer contribution / active EE | $157 | $1,781-91.2% | $2,688-94.2% | $2,626-94.0% |
| Participant deferral / active EE | $2,501 | $3,070-18.5% | $4,257-41.2% | $4,350-42.5% |
| Admin fee / account holder | $77 | $2,240-96.6% | $6,421-98.8% | $1,946-96.1% |