Filed April 11, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY4+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Recordkeeping fees; Investment manage... | $314,725 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,297 | $82,546-56.0% | $140,019-74.1% | $75,289-51.8% |
| Participation rate | 94.6% | 88.4%+6.3pp | 87.5%+7.1pp | 72.4%+22.2pp |
| Annual return | -5.81% | -0.36%-5.4pp | 651.19%-657.0pp | -0.04%-5.8pp |
| Employer contribution / active EE | $1,925 | $3,856-50.1% | $5,605-65.7% | $2,405-20.0% |
| Participant deferral / active EE | $2,893 | $5,731-49.5% | $6,927-58.2% | $3,739-22.6% |
| Admin fee / account holder | $57 | $86-33.5% | $10,705-99.5% | $102-44.3% |