Filed March 23, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY7 years Service code 15 · EIN 47-0321480 | Recordkeeping | $32,402 |
Service code 33 · EIN 13-4046432 | Securities brokerage; Sub-transfer ag... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,875 | $50,902+51.0% | $155,534-50.6% | $77,736-1.1% |
| Participation rate | 98.4% | 63.1%+35.3pp | 78.2%+20.2pp | 70.6%+27.8pp |
| Annual return | 12.20% | 34.85%-22.6pp | 64.92%-52.7pp | 31.26%-19.1pp |
| Employer contribution / active EE | $2,632 | $1,991+32.1% | $4,675-43.7% | $2,728-3.5% |
| Participant deferral / active EE | $5,685 | $2,824+101.3% | $5,630+1.0% | $4,651+22.2% |
| Admin fee / account holder | $63 | $437-85.7% | $15,900-99.6% | $433-85.5% |