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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY9+ years Service code 12 · EIN 47-0321480 | Trustee (bank, trust company, or simi... | $76,863 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,007 | $59,093+11.7% | $97,295-32.2% | $77,762-15.1% |
| Participation rate | 98.2% | 67.8%+30.4pp | 72.7%+25.5pp | 70.6%+27.6pp |
| Annual return | 25.11% | 16.93%+8.2pp | 75.62%-50.5pp | 31.27%-6.2pp |
| Employer contribution / active EE | $1,238 | $1,727-28.3% | $2,723-54.5% | $2,728-54.6% |
| Participant deferral / active EE | $4,213 | $3,901+8.0% | $4,264-1.2% | $4,651-9.4% |
| Admin fee / account holder | $228 | $346-34.1% | $5,646-96.0% | $433-47.3% |