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| Provider | Service type | Compensation |
|---|---|---|
FIRST BANKERS TRUST SERVICES3+ years Service code 21 2321 KOCKS LANE · QUINCY, IL 623054005 | Bank Trustee | $6,150 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 58-1428634 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $3,075 |
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 | $26,429 | $44,059-40.0% | $71,671-63.1% | $69,631-62.0% |
| Participation rate | 98.9% | 60.8%+38.1pp | 68.7%+30.1pp | 70.7%+28.2pp |
| Annual return | -26.78% | 21.97%-48.7pp | 20.65%-47.4pp | 27571.02%-27597.8pp |
| Employer contribution / active EE | $559 | $1,305-57.2% | $2,460-77.3% | $2,032-72.5% |
| Participant deferral / active EE | $0 | $2,370-100.0% | $3,438-100.0% | $3,224-100.0% |
| Admin fee / account holder | $12 | $108-88.9% | $5,558-99.8% | $110-89.2% |