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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY2 years Filed as: TI TRUST Service code 21 · EIN 20-1171923 | Bank Trustee | $30,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,452 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,772 | $185,342-29.4% | $111,303+17.5% | $86,813+50.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 31.31% | 500.80%-469.5pp | 54.66%-23.3pp | 97.93%-66.6pp |
| Employer contribution / active EE | $10,640 | $2,246+373.7% | $2,731+289.5% | $2,406+342.3% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $83 | $255-67.6% | $7,966-99.0% | $170-51.1% |