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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY2 years Service code 27 · EIN 47-6174009 | Advisory (Plan) | $8,076 |
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 | $62,943 | $58,888+6.9% | $178,499-64.7% | $73,493-14.4% |
| Participation rate | 93.4% | 66.2%+27.1pp | 81.9%+11.5pp | 70.7%+22.7pp |
| Annual return | 17.29% | 24.86%-7.6pp | 151.10%-133.8pp | 28.51%-11.2pp |
| Employer contribution / active EE | $3,188 | $2,236+42.6% | $5,011-36.4% | $2,270+40.4% |
| Participant deferral / active EE | $2,406 | $2,568-6.3% | $5,202-53.8% | $3,740-35.7% |
| Admin fee / account holder | $47 | $400-88.2% | $13,986-99.7% | $513-90.8% |