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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY9 years Service code 12 · EIN 47-0321480 | Trustee (bank, trust company, or simi... | $3,375 |
Service code 33 · EIN 13-4046432 | 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 | $72,144 | $80,748-10.7% | $102,383-29.5% | $74,429-3.1% |
| Participation rate | 81.2% | 65.7%+15.5pp | 74.5%+6.6pp | 67.2%+13.9pp |
| Annual return | 14.84% | 27.57%-12.7pp | 24.94%-10.1pp | 1368.38%-1353.5pp |
| Employer contribution / active EE | $2,546 | $3,159-19.4% | $3,870-34.2% | $2,625-3.0% |
| Participant deferral / active EE | $3,901 | $3,861+1.0% | $5,060-22.9% | $4,348-10.3% |
| Admin fee / account holder | $16 | $2,371-99.3% | $8,391-99.8% | $1,944-99.2% |