Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY6+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Participant communication; Investment... | $94,584 |
MATRIX CLEARANCE AND SETTLEMENT6+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,908 | $79,519-4.5% | $95,960-20.9% | $73,412+3.4% |
| Participation rate | 91.8% | 81.2%+10.6pp | 77.1%+14.7pp | 72.2%+19.6pp |
| Annual return | 15.04% | 19.20%-4.2pp | 91.63%-76.6pp | 59.30%-44.3pp |
| Employer contribution / active EE | $1,259 | $2,048-38.5% | $2,541-50.5% | $2,234-43.6% |
| Participant deferral / active EE | $3,484 | $4,138-15.8% | $4,167-16.4% | $3,806-8.5% |
| Admin fee / account holder | $223 | $184+20.7% | $6,797-96.7% | $158+41.0% |