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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF ILLINOIS3+ years Service code 21 · EIN 36-3880930 1901 BUTTERFIELD ROAD · DOWNERS GROVE, IL 60515 | Bank Trustee | $3,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $19,893 | $69,305-71.3% | $82,312-75.8% | $69,631-71.4% |
| Participation rate | 48.0% | 80.3%-32.3pp | 76.9%-28.9pp | 70.7%-22.7pp |
| Annual return | 17.31% | 21.47%-4.2pp | 25.88%-8.6pp | 27571.02%-27553.7pp |
| Employer contribution / active EE | $660 | $1,887-65.0% | $2,428-72.8% | $2,032-67.5% |
| Participant deferral / active EE | $1,015 | $3,568-71.6% | $3,706-72.6% | $3,224-68.5% |
| Admin fee / account holder | $15 | $97-84.7% | $5,608-99.7% | $110-86.5% |