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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY3+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Trustee (directed); Trustee (bank, tr... | $106,795 |
MATRIX CLEARANCE AND SETTLEMENT3+ 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 | $58,682 | $69,305-15.3% | $82,312-28.7% | $69,631-15.7% |
| Participation rate | 91.7% | 80.3%+11.4pp | 76.9%+14.8pp | 70.7%+21.0pp |
| Annual return | 17.19% | 21.47%-4.3pp | 25.88%-8.7pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $1,057 | $1,887-44.0% | $2,428-56.5% | $2,032-48.0% |
| Participant deferral / active EE | $3,119 | $3,568-12.6% | $3,706-15.8% | $3,224-3.3% |
| Admin fee / account holder | $253 | $97+160.4% | $5,608-95.5% | $110+129.2% |