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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF ILLINOIS6+ years Service code 21 · EIN 36-3880930 1901 BUTTERFIELD ROAD · DOWNERS GROVE, IL 60515 | Bank Trustee | $7,150 |
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 | $29,929 | $79,519-62.4% | $95,956-68.8% | $73,412-59.2% |
| Participation rate | 59.6% | 81.2%-21.6pp | 77.1%-17.5pp | 72.2%-12.6pp |
| Annual return | 22.64% | 19.20%+3.4pp | 91.63%-69.0pp | 59.30%-36.7pp |
| Employer contribution / active EE | $1,048 | $2,048-48.8% | $2,541-58.8% | $2,234-53.1% |
| Participant deferral / active EE | $1,710 | $4,138-58.7% | $4,167-59.0% | $3,806-55.1% |
| Admin fee / account holder | $22 | $184-88.1% | $6,797-99.7% | $158-86.1% |