Filed May 2, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FIRST BANKERS TRUST SERVICES2+ years Service code 21 2321 KOCHS LANE · QUINCY, IL 623054005 | Bank Trustee | $34,627 |
Service code 15 · EIN 13-4238973 | Recordkeeping | $25,964 |
CROWE LLP2+ years Filed as: CROWE HORWATH Service code 10 · EIN 35-0921680 | Accounting | $13,000 |
HOULIHAN CAPITAL2+ years Service code 34 · EIN 27-3268413 | Valuation (appraisals, etc.) | $13,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,488 | $57,921+32.1% | $84,753-9.8% | $57,658+32.7% |
| Participation rate | 94.6% | 72.9%+21.6pp | 76.6%+18.0pp | 70.2%+24.3pp |
| Annual return | 13.24% | 10.24%+3.0pp | 22.78%-9.5pp | 5.13%+8.1pp |
| Employer contribution / active EE | $2,076 | $2,598-20.1% | $3,574-41.9% | $1,974+5.2% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $158 | $130+22.0% | $5,333-97.0% | $95+67.4% |