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 COMPANY2 years Service code 12 · EIN 47-0321480 | Recordkeeping fees; Recordkeeping and... | $1,225 |
Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,394 | $58,726+7.9% | $92,240-31.3% | $62,293+1.8% |
| Participation rate | 85.5% | 68.3%+17.1pp | 76.5%+9.0pp | 69.5%+16.0pp |
| Annual return | 15.89% | 43.62%-27.7pp | 176.29%-160.4pp | 28.90%-13.0pp |
| Employer contribution / active EE | $3,505 | $2,392+46.5% | $3,680-4.7% | $2,042+71.6% |
| Participant deferral / active EE | $2,796 | $2,766+1.1% | $3,897-28.3% | $3,169-11.8% |
| Admin fee / account holder | $9 | $556-98.3% | $5,194-99.8% | $479-98.1% |