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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY6 years Filed as: TI-TRUST, INC. Service code 21 NORTH 23RD STREET · QUINCY, IL 62305 | Bank Trustee | $50,416 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 50 · EIN 44-0160260 910 E. ST. LOUIS STREET · SPRINGFIELD, MO 65806 | Direct Payment | $39,471 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $432,951 | $122,042+254.8% | $184,260+135.0% | $74,459+481.5% |
| Participation rate | 90.4% | 85.5%+4.9pp | 86.8%+3.6pp | 67.2%+23.2pp |
| Annual return | 13.39% | 19.91%-6.5pp | 28.84%-15.4pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $9,739 | $4,537+114.6% | $6,427+51.5% | $2,626+270.9% |
| Participant deferral / active EE | $1,763 | $7,143-75.3% | $9,133-80.7% | $4,350-59.5% |
| Admin fee / account holder | $820 | $1,252-34.5% | $13,898-94.1% | $1,945-57.8% |