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 COMPANY5+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Trustee (bank, trust company, or simi... | $382,349 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $37,519 | $110,760-66.1% | $162,185-76.9% | $82,204-54.4% |
| Participation rate | 95.9% | 92.7%+3.2pp | 87.6%+8.3pp | 73.4%+22.5pp |
| Annual return | 27.21% | 22.97%+4.2pp | 115.61%-88.4pp | 26.31%+0.9pp |
| Employer contribution / active EE | $1,976 | $4,437-55.5% | $5,613-64.8% | $2,707-27.0% |
| Participant deferral / active EE | $3,329 | $6,652-50.0% | $7,297-54.4% | $4,246-21.6% |
| Admin fee / account holder | $53 | $65-18.8% | $10,844-99.5% | $76-30.1% |