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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY8+ years Service code 15 · EIN 42-0127385 | Recordkeeping | $36,563 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,460 | $76,696-30.3% | $96,515-44.6% | $71,511-25.2% |
| Participation rate | 98.4% | 66.6%+31.9pp | 74.3%+24.1pp | 67.9%+30.5pp |
| Annual return | 14.46% | 48.32%-33.9pp | 35.73%-21.3pp | 28.86%-14.4pp |
| Employer contribution / active EE | $1,756 | $3,032-42.1% | $3,740-53.0% | $2,589-32.2% |
| Participant deferral / active EE | $2,837 | $3,770-24.8% | $4,880-41.9% | $4,291-33.9% |
| Admin fee / account holder | $211 | $2,030-89.6% | $6,735-96.9% | $1,588-86.7% |