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| Provider | Service type | Compensation |
|---|---|---|
TRUST COMPANY OF ILLINOIS5 years Service code 21 · EIN 36-3880930 1901 BUTTERFIELD ROAD · DOWNERS GROVE, IL 60515 | Bank Trustee | $17,086 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,904 | $69,774-75.8% | $67,575-75.0% | $74,459-77.3% |
| Participation rate | 37.1% | 71.4%-34.3pp | 72.9%-35.8pp | 67.2%-30.1pp |
| Annual return | 11.69% | -40.53%+52.2pp | 3528.98%-3517.3pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $0 | $2,710-100.0% | $2,736-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $985 | $3,636-72.9% | $4,003-75.4% | $4,350-77.4% |
| Admin fee / account holder | $164 | $890-81.5% | $3,993-95.9% | $1,945-91.6% |