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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY2+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Recordkeeping fees; Sub-transfer agen... | $96,718 |
MATRIX CLEARANCE AND SETTLEMENT2+ years Filed as: MATRIX CLEARENCE AND SETTLEMENT Service code 33 700 S 17TH STREET, STE 300 · DENVER, CO 80202 | Securities brokerage; Sub-transfer ag... | $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 | $48,500 | $63,905-24.1% | $74,184-34.6% | $57,658-15.9% |
| Participation rate | 89.2% | 79.8%+9.4pp | 76.6%+12.5pp | 70.2%+18.9pp |
| Annual return | 7.36% | 60.60%-53.2pp | 17.74%-10.4pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,137 | $1,840-38.2% | $2,370-52.0% | $1,974-42.4% |
| Participant deferral / active EE | $2,812 | $3,448-18.5% | $3,550-20.8% | $3,061-8.1% |
| Admin fee / account holder | $227 | $91+149.3% | $5,586-95.9% | $95+140.2% |