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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY9+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $52,420 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,526 | $80,724-32.5% | $103,333-47.2% | $74,495-26.8% |
| Participation rate | 99.2% | 65.7%+33.5pp | 74.5%+24.7pp | 67.2%+32.0pp |
| Annual return | 10.06% | 27.56%-17.5pp | 24.88%-14.8pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $1,659 | $3,157-47.4% | $3,868-57.1% | $2,623-36.7% |
| Participant deferral / active EE | $2,406 | $3,860-37.7% | $5,057-52.4% | $4,346-44.6% |
| Admin fee / account holder | $310 | $2,368-86.9% | $8,355-96.3% | $1,942-84.0% |