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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY4 years Service code 27 · EIN 47-6174009 | Advisory (Plan) | $32,579 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,472 | $65,083-19.4% | $143,788-63.5% | $66,930-21.6% |
| Participation rate | 93.9% | 65.2%+28.7pp | 80.3%+13.6pp | 69.8%+24.1pp |
| Annual return | -15.40% | -11.13%-4.3pp | -0.03%-15.4pp | 1.57%-17.0pp |
| Employer contribution / active EE | $3,568 | $2,361+51.1% | $4,952-27.9% | $2,545+40.2% |
| Participant deferral / active EE | $2,971 | $2,920+1.7% | $5,638-47.3% | $4,238-29.9% |
| Admin fee / account holder | $152 | $502-69.7% | $14,675-99.0% | $593-74.4% |