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 SERVICES4+ years Service code 21 2321 KOCKS LANE · QUINCY, IL 623054005 | Bank Trustee | $7,875 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 58-1428634 154 HANSEN RD STE 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $3,625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,270 | $41,467+9.2% | $67,313-32.7% | $55,725-18.8% |
| Participation rate | 97.9% | 62.5%+35.4pp | 69.1%+28.8pp | 70.9%+27.1pp |
| Annual return | 76.26% | 0.82%+75.4pp | -4.08%+80.3pp | 244.93%-168.7pp |
| Employer contribution / active EE | $592 | $1,316-55.0% | $2,566-76.9% | $2,078-71.5% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,568-100.0% | $3,356-100.0% |
| Admin fee / account holder | $14 | $102-85.9% | $4,507-99.7% | $115-87.5% |