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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY1 year Filed as: TI TRUST, INC Service code 21 · EIN 20-1171923 2900 N. 23RD STREET · QUINCY, IL 62305 | Bank Trustee | $36,428 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,459 | $110,083+63.0% | $151,645+18.3% | $68,490+162.0% |
| Participation rate | 98.9% | 84.0%+15.0pp | 87.5%+11.4pp | 67.9%+31.0pp |
| Annual return | 12.49% | -10.12%+22.6pp | 3.34%+9.2pp | -7.85%+20.3pp |
| Employer contribution / active EE | $10,770 | $4,470+140.9% | $6,165+74.7% | $2,597+314.8% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $309 | $7,718-96.0% | $11,614-97.3% | $5,403-94.3% |