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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY7+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $37,950 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,997 | $64,176-22.1% | $112,263-55.5% | $66,949-25.3% |
| Participation rate | 98.4% | 68.4%+29.9pp | 75.1%+23.3pp | 69.8%+28.5pp |
| Annual return | -15.67% | -13.80%-1.9pp | 27.49%-43.2pp | 1.57%-17.2pp |
| Employer contribution / active EE | $1,621 | $3,007-46.1% | $3,636-55.4% | $2,545-36.3% |
| Participant deferral / active EE | $2,942 | $3,694-20.3% | $4,729-37.8% | $4,239-30.6% |
| Admin fee / account holder | $234 | $626-62.6% | $6,410-96.3% | $594-60.5% |