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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY1+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $36,656 |
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 | $45,988 | $52,884-13.0% | $84,753-45.7% | $55,167-16.6% |
| Participation rate | 98.5% | 67.5%+31.0pp | 76.6%+21.9pp | 69.0%+29.5pp |
| Annual return | 5.69% | 18.03%-12.3pp | 22.78%-17.1pp | 169.23%-163.5pp |
| Employer contribution / active EE | $1,777 | $2,233-20.4% | $3,574-50.3% | $1,963-9.5% |
| Participant deferral / active EE | $2,375 | $2,644-10.2% | $3,712-36.0% | $3,054-22.2% |
| Admin fee / account holder | $199 | $581-65.7% | $5,333-96.3% | $504-60.5% |