Filed May 2, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIRST BANKERS TRUST SERVICES1+ years Service code 21 2321 KOCHS LANE · QUINCY, IL 623054005 | Bank Trustee | $38,192 |
Service code 15 · EIN 13-4238973 | Recordkeeping | $24,023 |
CROWE LLP1+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $12,750 |
HOULIHAN CAPITAL1+ years Service code 34 · EIN 27-3268413 | Valuation (appraisals, etc.) | $12,500 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,500 | $50,498+65.4% | $75,784+10.2% | $55,191+51.3% |
| Participation rate | 94.5% | 69.4%+25.1pp | 75.8%+18.7pp | 69.2%+25.3pp |
| Annual return | 5.53% | 1.80%+3.7pp | 9.68%-4.2pp | 10.78%-5.3pp |
| Employer contribution / active EE | $2,381 | $2,291+3.9% | $3,323-28.4% | $1,899+25.4% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $290 | $123+135.8% | $5,300-94.5% | $91+219.6% |