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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY3 years Filed as: TI TRUST, INC Service code 21 · EIN 20-1171923 2900 N. 23RD STREET · QUINCY, IL 62305 | Bank Trustee | $37,623 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,439 | $122,063+53.6% | $184,256+1.7% | $74,478+151.7% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 6.62% | 19.92%-13.3pp | 28.85%-22.2pp | 1370.56%-1363.9pp |
| Employer contribution / active EE | $11,545 | $4,539+154.3% | $6,427+79.6% | $2,626+339.6% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $303 | $1,253-75.8% | $13,899-97.8% | $1,946-84.4% |