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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY6 years Service code 27 · EIN 47-6174009 | Advisory (Plan) | $54,414 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,451 | $55,446+27.1% | $155,574-54.7% | $74,429-5.3% |
| Participation rate | 95.6% | 61.9%+33.6pp | 78.2%+17.3pp | 67.2%+28.3pp |
| Annual return | 15.64% | 269.20%-253.6pp | 64.87%-49.2pp | 1368.38%-1352.7pp |
| Employer contribution / active EE | $4,370 | $2,266+92.8% | $4,676-6.5% | $2,625+66.5% |
| Participant deferral / active EE | $3,454 | $2,836+21.8% | $5,629-38.6% | $4,348-20.6% |
| Admin fee / account holder | $226 | $1,743-87.0% | $15,914-98.6% | $1,944-88.4% |