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 COMPANY9+ years Service code 12 PO BOX 82535 · LINCOLN, NE 685012535 | Trustee (directed); Recordkeeping and... | $876,531 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,038 | $129,756-51.4% | $170,055-62.9% | $103,657-39.2% |
| Participation rate | 92.9% | 91.3%+1.6pp | 87.0%+5.9pp | 73.4%+19.5pp |
| Annual return | 20.57% | 20.17%+0.4pp | 53.43%-32.9pp | 33.13%-12.6pp |
| Employer contribution / active EE | $2,236 | $5,236-57.3% | $6,790-67.1% | $3,216-30.5% |
| Participant deferral / active EE | $4,207 | $8,283-49.2% | $10,410-59.6% | $5,218-19.4% |
| Admin fee / account holder | $82 | $73+12.5% | $12,828-99.4% | $114-28.2% |