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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MIDWEST TRUST COMPANY Service code 19 · EIN 48-1138946 | Securities Custodian | $15,322 |
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 | $57,822 | $81,504-29.1% | $102,437-43.6% | $80,959-28.6% |
| Participation rate | 85.3% | 66.9%+18.4pp | 74.5%+10.8pp | 67.7%+17.6pp |
| Annual return | 3.80% | 25.60%-21.8pp | 24.95%-21.2pp | 35.67%-31.9pp |
| Employer contribution / active EE | $6,143 | $3,104+97.9% | $3,871+58.7% | $2,757+122.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $98 | $6,719-98.5% | $8,388-98.8% | $6,925-98.6% |