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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY1+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Recordkeeping fees; Trustee (directed... | $7,550 |
STERN BROTHERS1+ years Service code 34 1044 MAIN STREET · KANSAS CITY, MO 641052149 | Valuation (appraisals, etc.) | $7,300 |
MATRIX CLEARANCE AND SETTLEMENT1+ years Service code 33 100 17TH STREET, STE 300 · DENVER, CO 80202 | Securities brokerage; Sub-transfer ag... | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $31,788 | $52,884-39.9% | $84,753-62.5% | $55,167-42.4% |
| Participation rate | 98.7% | 67.5%+31.2pp | 76.6%+22.1pp | 69.0%+29.7pp |
| Annual return | 8.10% | 18.03%-9.9pp | 22.78%-14.7pp | 169.23%-161.1pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $102 | $581-82.4% | $5,333-98.1% | $504-79.7% |