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 |
|---|---|---|
FIRST BANKERS TRUST SERVICES2+ years Service code 21 2321 KOCKS LANE · QUINCY, IL 623054005 | Bank Trustee | $4,350 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 58-1428634 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $2,175 |
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 | $38,420 | $39,819-3.5% | $67,834-43.4% | $57,658-33.4% |
| Participation rate | 99.2% | 61.2%+37.9pp | 68.8%+30.4pp | 70.2%+28.9pp |
| Annual return | -29.27% | 9.19%-38.5pp | 138.47%-167.7pp | 5.13%-34.4pp |
| Employer contribution / active EE | $468 | $1,277-63.3% | $2,403-80.5% | $1,974-76.3% |
| Participant deferral / active EE | $0 | $2,209-100.0% | $3,160-100.0% | $3,061-100.0% |
| Admin fee / account holder | $9 | $84-89.2% | $4,622-99.8% | $95-90.4% |