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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY10+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Recordkeeping fees; Recordkeeping and... | $29,505 |
MATRIX CLEARANCE AND SETTLEMENT10+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,183 | $54,690-54.0% | $76,030-66.9% | $74,478-66.2% |
| Participation rate | 96.5% | 60.3%+36.2pp | 69.1%+27.4pp | 67.2%+29.3pp |
| Annual return | 12.06% | 31.92%-19.9pp | 361.54%-349.5pp | 1370.56%-1358.5pp |
| Employer contribution / active EE | $781 | $1,781-56.1% | $2,688-70.9% | $2,626-70.2% |
| Participant deferral / active EE | $3,233 | $3,070+5.3% | $4,257-24.1% | $4,350-25.7% |
| Admin fee / account holder | $137 | $2,240-93.9% | $6,421-97.9% | $1,946-92.9% |