Filed September 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY1+ years Filed as: BANKERS TRUST Service code 21 · EIN 42-0127385 666 WALNUT ST · DES MOINES, IA 50309 | Bank Trustee | $37,120 |
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 | $45,068 | $50,464-10.7% | $75,784-40.5% | $52,331-13.9% |
| Participation rate | 91.9% | 66.8%+25.2pp | 75.8%+16.1pp | 68.1%+23.8pp |
| Annual return | -0.77% | 1.03%-1.8pp | 9.68%-10.5pp | 4.54%-5.3pp |
| Employer contribution / active EE | $506 | $1,988-74.5% | $3,323-84.8% | $1,882-73.1% |
| Participant deferral / active EE | $4,007 | $2,570+55.9% | $3,652+9.7% | $3,022+32.6% |
| Admin fee / account holder | $165 | $1,103-85.1% | $5,300-96.9% | $592-72.2% |