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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY2 years Filed as: TI TRUST, INC Service code 21 · EIN 20-1171923 2900 N. 23RD STREET · QUINCY, IL 62305 | Bank Trustee | $36,663 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $178,646 | $130,294+37.1% | $170,057+5.1% | $71,529+149.8% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 3.55% | 20.36%-16.8pp | 53.42%-49.9pp | 28.97%-25.4pp |
| Employer contribution / active EE | $7,000 | $4,385+59.6% | $6,790+3.1% | $2,590+170.3% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,411-100.0% | $4,291-100.0% |
| Admin fee / account holder | $298 | $966-69.2% | $12,826-97.7% | $1,588-81.2% |