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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY10+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Sub-transfer agency fees; Participant... | $122,255 |
MATRIX CLEARANCE AND SETTLEMENT10+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 700 S 17TH STREET, STE 300 · DENVER, CO 80202 | Sub-transfer agency fees; Securities ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,477 | $89,067-22.0% | $102,423-32.2% | $77,714-10.6% |
| Participation rate | 91.3% | 80.9%+10.4pp | 76.5%+14.8pp | 70.6%+20.8pp |
| Annual return | 12.28% | 25.01%-12.7pp | 29.42%-17.1pp | 31.26%-19.0pp |
| Employer contribution / active EE | $1,421 | $2,699-47.4% | $3,023-53.0% | $2,727-47.9% |
| Participant deferral / active EE | $3,704 | $5,147-28.0% | $5,054-26.7% | $4,649-20.3% |
| Admin fee / account holder | $213 | $236-9.5% | $9,455-97.7% | $433-50.8% |