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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY3+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Claims processing; Trustee (directed)... | $7,863 |
STERN BROTHERS3+ years Service code 34 1044 MAIN STREET · KANSAS CITY, MO 641052149 | Valuation (appraisals, etc.) | $7,350 |
MATRIX CLEARANCE AND SETTLEMENT3+ years Service code 33 100 17TH STREET, STE 300 · DENVER, CO 80202 | Sub-transfer agency fees; Securities ... | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,082 | $55,449-24.1% | $83,830-49.8% | $56,287-25.2% |
| Participation rate | 98.7% | 68.0%+30.7pp | 76.1%+22.6pp | 69.9%+28.9pp |
| Annual return | 33.73% | -1.38%+35.1pp | 850.97%-817.2pp | -9.96%+43.7pp |
| Employer contribution / active EE | $1,210 | $2,430-50.2% | $3,631-66.7% | $2,111-42.7% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $95 | $656-85.5% | $5,479-98.3% | $521-81.8% |