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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY5+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $36,521 |
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 | $54,498 | $69,383-21.5% | $101,275-46.2% | $73,497-25.8% |
| Participation rate | 99.3% | 68.4%+30.9pp | 75.8%+23.5pp | 70.7%+28.6pp |
| Annual return | 12.29% | 18.46%-6.2pp | 46.48%-34.2pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,643 | $2,628-37.5% | $3,660-55.1% | $2,270-27.6% |
| Participant deferral / active EE | $2,585 | $3,301-21.7% | $4,371-40.9% | $3,740-30.9% |
| Admin fee / account holder | $201 | $704-71.5% | $5,948-96.6% | $513-60.9% |