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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY7 years Service code 12 · EIN 47-0321480 | Recordkeeping fees; Trustee (bank, tr... | $2,013 |
Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,567 | $64,138-8.7% | $112,258-47.8% | $66,930-12.5% |
| Participation rate | 83.6% | 68.5%+15.1pp | 75.1%+8.5pp | 69.8%+13.8pp |
| Annual return | -16.30% | -13.81%-2.5pp | 27.47%-43.8pp | 1.57%-17.9pp |
| Employer contribution / active EE | $2,169 | $3,006-27.9% | $3,636-40.3% | $2,545-14.8% |
| Participant deferral / active EE | $4,117 | $3,694+11.5% | $4,728-12.9% | $4,238-2.8% |
| Admin fee / account holder | $10 | $625-98.3% | $6,411-99.8% | $593-98.3% |