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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY8+ years Service code 12 · EIN 47-0321480 | Sub-transfer agency fees; Participant... | $8,660 |
MATRIX CLEARANCE AND SETTLEMENT8+ years Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,618 | $63,471-77.0% | $68,803-78.8% | $66,949-78.2% |
| Participation rate | 88.0% | 60.0%+28.0pp | 69.0%+19.0pp | 69.8%+18.2pp |
| Annual return | -15.72% | -8.29%-7.4pp | -6.37%-9.3pp | 1.57%-17.3pp |
| Employer contribution / active EE | $1,610 | $1,776-9.3% | $2,656-39.4% | $2,545-36.7% |
| Participant deferral / active EE | $2,568 | $2,946-12.8% | $3,942-34.9% | $4,239-39.4% |
| Admin fee / account holder | $42 | $578-92.8% | $4,936-99.2% | $594-93.0% |