Filed June 24, 2017
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| Provider | Service type | Compensation |
|---|---|---|
FIRST BANKERS TRUST SERVICES1+ years Filed as: FIRST BANKERS TRUST SERVICES, INC. Service code 21 2321 KOCHS LANE · QUINCY, IL 623054005 | Bank Trustee | $119,573 |
BSI1+ years Service code 64 12121 WILSHIRE BLVD. · LOS ANGELES, CA 90025 | Recordkeeping Fees | $81,207 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,343-100.0% | $71,793-100.0% | $273,973-100.0% |
| Participation rate | 0.0% | 76.5%-76.5pp | 69.1%-69.1pp | 83.0%-83.0pp |
| Annual return | 0.30% | 130.40%-130.1pp | 78.04%-77.7pp | 41.46%-41.2pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |