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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY2+ years Service code 12 · EIN 47-0321480 | Recordkeeping and information managem... | $16,448 |
MATRIX CLEARANCE AND SETTLEMENT2+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,288 | $44,425-49.8% | $67,834-67.1% | $55,167-59.6% |
| Participation rate | 71.3% | 59.7%+11.6pp | 68.8%+2.5pp | 69.0%+2.3pp |
| Annual return | 8.75% | 17.80%-9.1pp | 138.47%-129.7pp | 169.23%-160.5pp |
| Employer contribution / active EE | $130 | $1,351-90.4% | $2,403-94.6% | $1,963-93.4% |
| Participant deferral / active EE | $1,837 | $2,166-15.2% | $3,160-41.9% | $3,054-39.8% |
| Admin fee / account holder | $102 | $530-80.9% | $4,622-97.8% | $504-79.9% |