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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY6+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $41,510 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,546 | $77,677-19.5% | $109,173-42.7% | $79,391-21.2% |
| Participation rate | 99.2% | 67.8%+31.4pp | 75.9%+23.3pp | 70.7%+28.5pp |
| Annual return | 10.80% | 23.44%-12.6pp | 25.75%-15.0pp | 116.88%-106.1pp |
| Employer contribution / active EE | $1,488 | $2,798-46.8% | $3,723-60.0% | $2,428-38.7% |
| Participant deferral / active EE | $2,667 | $3,517-24.2% | $4,654-42.7% | $4,046-34.1% |
| Admin fee / account holder | $263 | $732-64.1% | $6,755-96.1% | $627-58.1% |