Filed March 23, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY3 years Service code 12 · EIN 47-0321480 | Sub-transfer agency fees; Recordkeepi... | $29,910 |
Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,720 | $52,293+19.9% | $178,498-64.9% | $73,412-14.6% |
| Participation rate | 98.5% | 65.3%+33.1pp | 81.9%+16.5pp | 72.2%+26.3pp |
| Annual return | 17.70% | 34.75%-17.0pp | 151.09%-133.4pp | 59.30%-41.6pp |
| Employer contribution / active EE | $1,897 | $1,735+9.3% | $5,011-62.1% | $2,234-15.1% |
| Participant deferral / active EE | $4,193 | $2,332+79.8% | $5,202-19.4% | $3,806+10.2% |
| Admin fee / account holder | $64 | $127-50.0% | $13,985-99.5% | $158-59.7% |