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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY9+ years Service code 12 · EIN 47-0321480 | Trustee (directed); Participant commu... | $76,863 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,007 | $59,054+11.8% | $97,197-32.1% | $77,714-15.1% |
| Participation rate | 98.2% | 67.9%+30.3pp | 72.7%+25.5pp | 70.6%+27.6pp |
| Annual return | 25.11% | 16.96%+8.2pp | 75.47%-50.4pp | 31.26%-6.1pp |
| Employer contribution / active EE | $1,238 | $1,742-28.9% | $2,723-54.5% | $2,727-54.6% |
| Participant deferral / active EE | $4,213 | $3,930+7.2% | $4,263-1.2% | $4,649-9.4% |
| Admin fee / account holder | $228 | $346-34.1% | $5,637-96.0% | $433-47.4% |