Filed March 15, 2022
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 COMPANY10+ years Service code 12 · EIN 47-0321480 | Investment management fees paid direc... | $35,740 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,935 | $54,193-2.3% | $93,669-43.5% | $77,714-31.9% |
| Participation rate | 94.0% | 63.9%+30.1pp | 68.7%+25.3pp | 70.6%+23.4pp |
| Annual return | 14.52% | 30.54%-16.0pp | 133.59%-119.1pp | 31.26%-16.7pp |
| Employer contribution / active EE | $1,507 | $1,168+29.0% | $2,424-37.8% | $2,727-44.7% |
| Participant deferral / active EE | $4,515 | $3,144+43.6% | $4,416+2.3% | $4,649-2.9% |
| Admin fee / account holder | $51 | $576-91.1% | $8,291-99.4% | $433-88.1% |