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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY3+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $39,185 |
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 | $46,070 | $55,449-16.9% | $83,831-45.0% | $56,289-18.2% |
| Participation rate | 99.2% | 68.0%+31.2pp | 76.1%+23.1pp | 69.9%+29.4pp |
| Annual return | -4.57% | -1.38%-3.2pp | 850.99%-855.6pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,756 | $2,430-27.8% | $3,631-51.6% | $2,111-16.8% |
| Participant deferral / active EE | $2,390 | $2,935-18.6% | $4,082-41.4% | $3,350-28.6% |
| Admin fee / account holder | $212 | $656-67.7% | $5,479-96.1% | $521-59.3% |