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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY3 years Filed as: TI TRUST Service code 24 · EIN 20-1171923 | Discretionary Trustee | $35,000 |
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 | $182,012 | $72,303+151.7% | $86,698+109.9% | $64,819+180.8% |
| Participation rate | 99.7% | 80.4%+19.2pp | 76.6%+23.1pp | 71.5%+28.2pp |
| Annual return | 41.58% | 392.77%-351.2pp | 35.95%+5.6pp | 32.84%+8.7pp |
| Employer contribution / active EE | $18,383 | $2,393+668.2% | $2,837+548.0% | $2,507+633.3% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $73 | $174-57.8% | $7,493-99.0% | $188-60.9% |