Filed September 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY6+ years Filed as: BANKERS TRUST Service code 21 · EIN 42-0127385 666 WALNUT ST · DES MOINES, IA 50309 | Bank Trustee | $60,969 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,760 | $91,517-29.2% | $101,264-36.0% | $73,412-11.8% |
| Participation rate | 90.3% | 73.8%+16.5pp | 75.8%+14.5pp | 72.2%+18.1pp |
| Annual return | 15.31% | 17.17%-1.9pp | 46.48%-31.2pp | 59.30%-44.0pp |
| Employer contribution / active EE | $563 | $2,877-80.4% | $3,660-84.6% | $2,234-74.8% |
| Participant deferral / active EE | $4,040 | $3,338+21.0% | $4,370-7.6% | $3,806+6.1% |
| Admin fee / account holder | $185 | $216-14.3% | $5,947-96.9% | $158+17.2% |