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 SERVICES8+ years Service code 21 · EIN 61-0717059 2321 KOCHS LANE · QUINCY, IL 623054005 | Bank Trustee | $5,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,757 | $44,764+118.4% | $68,803+42.1% | $64,824+50.8% |
| Participation rate | 96.5% | 64.8%+31.7pp | 69.0%+27.5pp | 71.5%+25.0pp |
| Annual return | 20.64% | -10.91%+31.5pp | -6.37%+27.0pp | 32.84%-12.2pp |
| Employer contribution / active EE | $1,810 | $1,775+1.9% | $2,656-31.9% | $2,507-27.8% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,942-100.0% | $4,311-100.0% |
| Admin fee / account holder | $8 | $151-94.5% | $4,936-99.8% | $188-95.5% |