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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MIDWEST TRUST COMPANY Service code 19 · EIN 48-1138946 | Securities Custodian | $14,853 |
EMPRISE BANK9+ years Service code 19 · EIN 48-0807333 | Securities Custodian | $2,297 |
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 | $64,717 | $73,978-12.5% | $96,515-32.9% | $75,173-13.9% |
| Participation rate | 74.5% | 66.4%+8.1pp | 74.3%+0.1pp | 67.2%+7.3pp |
| Annual return | -4.12% | 26.72%-30.8pp | 35.73%-39.8pp | 160.72%-164.8pp |
| Employer contribution / active EE | $6,923 | $2,931+136.2% | $3,740+85.1% | $2,671+159.2% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $114 | $5,219-97.8% | $6,735-98.3% | $5,651-98.0% |