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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY5 years Service code 12 · EIN 47-0321480 | Recordkeeping and information managem... | $1,135 |
Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
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 | $75,933 | $69,383+9.4% | $101,271-25.0% | $73,493+3.3% |
| Participation rate | 86.1% | 68.4%+17.7pp | 75.8%+10.3pp | 70.7%+15.4pp |
| Annual return | 14.55% | 18.46%-3.9pp | 46.48%-31.9pp | 28.51%-14.0pp |
| Employer contribution / active EE | $2,553 | $2,628-2.9% | $3,660-30.3% | $2,270+12.5% |
| Participant deferral / active EE | $3,531 | $3,301+7.0% | $4,371-19.2% | $3,740-5.6% |
| Admin fee / account holder | $7 | $704-99.0% | $5,948-99.9% | $513-98.6% |