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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY8+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Claims processing; Trustee (bank, tru... | $22,125 |
MATRIX CLEARANCE AND SETTLEMENT8+ 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 | $21,031 | $63,471-66.9% | $68,808-69.4% | $66,938-68.6% |
| Participation rate | 93.3% | 60.0%+33.3pp | 69.0%+24.3pp | 69.8%+23.5pp |
| Annual return | -3.72% | -8.29%+4.6pp | -6.37%+2.6pp | 1.58%-5.3pp |
| Employer contribution / active EE | $759 | $1,776-57.3% | $2,656-71.4% | $2,545-70.2% |
| Participant deferral / active EE | $3,313 | $2,946+12.4% | $3,942-16.0% | $4,238-21.8% |
| Admin fee / account holder | $115 | $578-80.1% | $4,936-97.7% | $594-80.6% |