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| Provider | Service type | Compensation |
|---|---|---|
FIRST BANK & TRUST1 year Service code 26 · EIN 46-6085363 | Advisory (Participants) | $5,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,452 | $67,602-50.5% | $82,312-59.4% | $70,126-52.3% |
| Participation rate | 59.3% | 72.8%-13.5pp | 76.9%-17.6pp | 69.5%-10.3pp |
| Annual return | 18.54% | 21.57%-3.0pp | 25.88%-7.3pp | 73.15%-54.6pp |
| Employer contribution / active EE | $958 | $1,755-45.4% | $2,428-60.5% | $2,343-59.1% |
| Participant deferral / active EE | $4,269 | $2,987+42.9% | $3,706+15.2% | $3,332+28.1% |
| Admin fee / account holder | $110 | $4,512-97.6% | $5,608-98.0% | $4,645-97.6% |