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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY9 years Service code 12 · EIN 47-0321480 | Recordkeeping and information managem... | $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 | $80,731-10.6% | $103,374-30.2% | $74,546-3.2% |
| Participation rate | 81.2% | 65.7%+15.5pp | 74.5%+6.6pp | 67.2%+13.9pp |
| Annual return | 14.84% | 27.56%-12.7pp | 24.89%-10.0pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $2,546 | $3,158-19.4% | $3,869-34.2% | $2,624-3.0% |
| Participant deferral / active EE | $3,901 | $3,860+1.1% | $5,058-22.9% | $4,347-10.3% |
| Admin fee / account holder | $16 | $2,369-99.3% | $8,394-99.8% | $1,944-99.2% |