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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY5+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Trustee (directed); Recordkeeping fee... | $92,545 |
MATRIX CLEARANCE AND SETTLEMENT5+ 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 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,736 | $73,404-10.4% | $87,102-24.5% | $67,579-2.7% |
| Participation rate | 92.4% | 80.9%+11.6pp | 76.9%+15.6pp | 71.3%+21.2pp |
| Annual return | 22.18% | 48.29%-26.1pp | 28.19%-6.0pp | 378.56%-356.4pp |
| Employer contribution / active EE | $1,021 | $2,014-49.3% | $2,521-59.5% | $2,148-52.5% |
| Participant deferral / active EE | $3,099 | $3,913-20.8% | $4,048-23.4% | $3,539-12.4% |
| Admin fee / account holder | $224 | $142+58.3% | $7,491-97.0% | $142+57.5% |