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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY4+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $39,179 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,495 | $63,114-18.4% | $92,915-44.6% | $65,186-21.0% |
| Participation rate | 98.5% | 68.8%+29.7pp | 76.0%+22.5pp | 70.2%+28.3pp |
| Annual return | 17.99% | 28.75%-10.8pp | 109.45%-91.5pp | 29.39%-11.4pp |
| Employer contribution / active EE | $1,586 | $2,571-38.3% | $3,653-56.6% | $2,177-27.2% |
| Participant deferral / active EE | $2,593 | $3,108-16.6% | $4,238-38.8% | $3,514-26.2% |
| Admin fee / account holder | $225 | $624-63.9% | $5,796-96.1% | $847-73.4% |