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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY1+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Trustee (bank, trust company, or simi... | $97,183 |
MATRIX CLEARANCE AND SETTLEMENT1+ 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,422 | $72,770-39.0% | $67,652-34.3% | $55,191-19.5% |
| Participation rate | 90.6% | 78.8%+11.8pp | 75.7%+14.9pp | 69.2%+21.4pp |
| Annual return | -0.77% | -3.26%+2.5pp | 6625.40%-6626.2pp | 10.78%-11.5pp |
| Employer contribution / active EE | $952 | $1,769-46.2% | $2,266-58.0% | $1,899-49.9% |
| Participant deferral / active EE | $3,020 | $3,408-11.4% | $3,560-15.2% | $3,046-0.9% |
| Admin fee / account holder | $228 | $79+188.8% | $4,821-95.3% | $91+150.7% |