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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY6+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $32,806 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,460 | $73,638+9.3% | $95,960-16.2% | $73,493+9.5% |
| Participation rate | 33.1% | 76.2%-43.0pp | 77.1%-43.9pp | 70.7%-37.5pp |
| Annual return | 14.96% | 16.78%-1.8pp | 91.63%-76.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $867 | $1,863-53.5% | $2,541-65.9% | $2,270-61.8% |
| Participant deferral / active EE | $1,521 | $3,617-58.0% | $4,167-63.5% | $3,740-59.3% |
| Admin fee / account holder | $462 | $482-4.2% | $6,797-93.2% | $513-9.9% |