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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY8 years Service code 12 · EIN 47-0321480 | Claims processing; Sub-transfer agenc... | $2,065 |
Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,438 | $76,669-9.4% | $96,520-28.1% | $71,495-2.9% |
| Participation rate | 88.3% | 66.6%+21.7pp | 74.3%+13.9pp | 67.9%+20.3pp |
| Annual return | 18.61% | 48.29%-29.7pp | 35.72%-17.1pp | 28.85%-10.2pp |
| Employer contribution / active EE | $4,617 | $3,031+52.3% | $3,739+23.5% | $2,589+78.3% |
| Participant deferral / active EE | $4,327 | $3,771+14.7% | $4,879-11.3% | $4,291+0.8% |
| Admin fee / account holder | $10 | $2,028-99.5% | $6,733-99.8% | $1,588-99.3% |