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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY4+ years Service code 12 · EIN 47-0321480 | Sub-transfer agency fees; Recordkeepi... | $14,396 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,956 | $42,396-45.9% | $67,313-65.9% | $56,289-59.2% |
| Participation rate | 68.8% | 61.0%+7.8pp | 69.1%-0.3pp | 69.9%-1.1pp |
| Annual return | -5.54% | -36.63%+31.1pp | -4.08%-1.5pp | -9.96%+4.4pp |
| Employer contribution / active EE | $684 | $1,414-51.6% | $2,566-73.3% | $2,111-67.6% |
| Participant deferral / active EE | $1,498 | $2,360-36.5% | $3,568-58.0% | $3,350-55.3% |
| Admin fee / account holder | $101 | $510-80.2% | $4,507-97.8% | $521-80.7% |