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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY9+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Recordkeeping and information managem... | $25,820 |
MATRIX CLEARANCE AND SETTLEMENT9+ 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 | $23,267 | $51,166-54.5% | $70,544-67.0% | $71,511-67.5% |
| Participation rate | 94.2% | 59.4%+34.9pp | 68.4%+25.9pp | 67.9%+26.3pp |
| Annual return | 16.58% | 42.71%-26.1pp | 32.79%-16.2pp | 28.86%-12.3pp |
| Employer contribution / active EE | $739 | $1,793-58.8% | $2,976-75.2% | $2,589-71.5% |
| Participant deferral / active EE | $3,177 | $3,031+4.8% | $4,568-30.5% | $4,291-26.0% |
| Admin fee / account holder | $124 | $2,000-93.8% | $6,427-98.1% | $1,588-92.2% |