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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY3 years Service code 12 · EIN 47-0321480 | Recordkeeping and information managem... | $700 |
Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,110 | $55,449+13.8% | $83,830-24.7% | $56,287+12.1% |
| Participation rate | 89.4% | 68.0%+21.4pp | 76.1%+13.3pp | 69.9%+19.6pp |
| Annual return | -5.14% | -1.38%-3.8pp | 850.97%-856.1pp | -9.96%+4.8pp |
| Employer contribution / active EE | $2,889 | $2,430+18.9% | $3,631-20.4% | $2,111+36.9% |
| Participant deferral / active EE | $3,236 | $2,935+10.2% | $4,082-20.7% | $3,350-3.4% |
| Admin fee / account holder | $5 | $656-99.2% | $5,479-99.9% | $521-99.0% |