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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY9 years Service code 15 · EIN 42-0127385 | Recordkeeping | $91,444 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,151 | $59,006+157.9% | $97,295+56.4% | $74,478+104.3% |
| Participation rate | 93.8% | 63.7%+30.1pp | 72.7%+21.1pp | 67.2%+26.6pp |
| Annual return | 14.20% | 16.04%-1.8pp | 75.62%-61.4pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $2,607 | $1,894+37.7% | $2,723-4.3% | $2,626-0.7% |
| Participant deferral / active EE | $8,317 | $3,671+126.6% | $4,264+95.1% | $4,350+91.2% |
| Admin fee / account holder | $344 | $1,974-82.6% | $5,646-93.9% | $1,946-82.3% |