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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY2+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $38,207 |
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 | $46,115 | $58,726-21.5% | $92,240-50.0% | $62,293-26.0% |
| Participation rate | 98.6% | 68.3%+30.3pp | 76.5%+22.2pp | 69.5%+29.1pp |
| Annual return | 14.08% | 43.62%-29.5pp | 176.29%-162.2pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,564 | $2,392-34.6% | $3,680-57.5% | $2,042-23.4% |
| Participant deferral / active EE | $1,837 | $2,766-33.6% | $3,897-52.9% | $3,169-42.0% |
| Admin fee / account holder | $201 | $556-63.9% | $5,194-96.1% | $479-58.0% |