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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY5+ years Service code 12 · EIN 47-0321480 | Claims processing; Participant commun... | $13,773 |
MATRIX CLEARANCE AND SETTLEMENT5+ years Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
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 | $22,442 | $47,922-53.2% | $75,900-70.4% | $65,186-65.6% |
| Participation rate | 75.0% | 63.0%+12.0pp | 69.3%+5.7pp | 70.2%+4.8pp |
| Annual return | 19.36% | 24.12%-4.8pp | 30.73%-11.4pp | 29.39%-10.0pp |
| Employer contribution / active EE | $381 | $1,557-75.6% | $2,501-84.8% | $2,177-82.5% |
| Participant deferral / active EE | $1,305 | $2,550-48.8% | $3,604-63.8% | $3,514-62.9% |
| Admin fee / account holder | $93 | $532-82.5% | $5,421-98.3% | $847-89.0% |