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| Provider | Service type | Compensation |
|---|---|---|
UNION BANK & TRUST COMPANY2 years Service code 15 · EIN 47-0321480 | Recordkeeping | $11,366 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,887 | $55,472+99.9% | $155,567-28.7% | $74,546+48.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 15.47% | 268.72%-253.2pp | 64.74%-49.3pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $7,226 | $2,269+218.5% | $4,674+54.6% | $2,624+175.3% |
| Participant deferral / active EE | $5,946 | $2,838+109.5% | $5,628+5.7% | $4,347+36.8% |
| Admin fee / account holder | $75 | $1,743-95.7% | $15,916-99.5% | $1,944-96.1% |