Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
OLD SECOND BANK2 years Service code 21 · EIN 36-1577458 37 S. RIVER ST · AURORA, IL 60506 | Bank Trustee | $0 |
RETIREMENT DIRECT2 years Service code 64 11120 TREYNORTH DR · CORNELIUS, NC 28031 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,393 | $45,324-59.4% | $122,354-85.0% | $69,631-73.6% |
| Participation rate | 42.1% | 59.9%-17.9pp | 71.6%-29.6pp | 70.7%-28.6pp |
| Annual return | 14.73% | 25.35%-10.6pp | 30.28%-15.6pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $153 | $1,230-87.6% | $4,051-96.2% | $2,032-92.5% |
| Participant deferral / active EE | $694 | $2,367-70.7% | $3,287-78.9% | $3,224-78.5% |
| Admin fee / account holder | $130 | $87+49.0% | $5,479-97.6% | $110+17.4% |