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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY4+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Investment management fees paid direc... | $98,129 |
MATRIX CLEARANCE AND SETTLEMENT4+ 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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,737 | $65,118-26.7% | $76,768-37.8% | $55,725-14.3% |
| Participation rate | 91.4% | 79.6%+11.7pp | 77.0%+14.4pp | 70.9%+20.5pp |
| Annual return | -6.34% | -1.27%-5.1pp | 2.43%-8.8pp | 244.93%-251.3pp |
| Employer contribution / active EE | $1,141 | $1,941-41.2% | $2,485-54.1% | $2,078-45.1% |
| Participant deferral / active EE | $3,027 | $3,688-17.9% | $3,852-21.4% | $3,356-9.8% |
| Admin fee / account holder | $211 | $116+82.1% | $6,675-96.8% | $115+83.2% |