Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIRST MIDWEST BANK5+ years Service code 21 241 EAST DEERPATH ROAD · LAKE FOREST, IL 60045 | Bank Trustee | $79,678 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,798 | $73,404+176.3% | $87,104+132.8% | $67,579+200.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.9%+23.1pp | 71.3%+28.7pp |
| Annual return | 13.99% | 48.29%-34.3pp | 28.19%-14.2pp | 378.56%-364.6pp |
| Employer contribution / active EE | $4,462 | $2,014+121.6% | $2,521+77.0% | $2,148+107.8% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,048-100.0% | $3,539-100.0% |
| Admin fee / account holder | $196 | $142+38.3% | $7,491-97.4% | $142+37.6% |