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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY8+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Claims processing; Sub-transfer agenc... | $105,912 |
MATRIX CLEARANCE AND SETTLEMENT8+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,557 | $72,303-21.8% | $86,691-34.8% | $64,814-12.7% |
| Participation rate | 92.2% | 80.4%+11.8pp | 76.6%+15.7pp | 71.5%+20.8pp |
| Annual return | -15.16% | 392.77%-407.9pp | 35.94%-51.1pp | 32.84%-48.0pp |
| Employer contribution / active EE | $1,319 | $2,393-44.9% | $2,837-53.5% | $2,507-47.4% |
| Participant deferral / active EE | $3,566 | $4,660-23.5% | $4,656-23.4% | $4,310-17.3% |
| Admin fee / account holder | $197 | $174+13.1% | $7,492-97.4% | $188+4.8% |