Filed September 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY2+ years Filed as: BANKERS TRUST Service code 21 · EIN 42-0127385 666 WALNUT ST · DES MOINES, IA 50309 | Bank Trustee | $39,424 |
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 | $45,815 | $57,921-20.9% | $84,753-45.9% | $57,658-20.5% |
| Participation rate | 93.3% | 72.9%+20.3pp | 76.6%+16.7pp | 70.2%+23.1pp |
| Annual return | 7.33% | 10.24%-2.9pp | 22.78%-15.5pp | 5.13%+2.2pp |
| Employer contribution / active EE | $1,671 | $2,598-35.7% | $3,574-53.2% | $1,974-15.3% |
| Participant deferral / active EE | $3,749 | $2,742+36.7% | $3,712+1.0% | $3,061+22.5% |
| Admin fee / account holder | $153 | $130+17.8% | $5,333-97.1% | $95+61.5% |