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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY1 year Service code 15 · EIN 42-0127385 | Recordkeeping | $36,196 |
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 | $69,673 | $42,772+62.9% | $87,502-20.4% | $55,167+26.3% |
| Participation rate | 96.0% | 66.5%+29.5pp | 73.8%+22.1pp | 69.0%+27.0pp |
| Annual return | 11.61% | 21.20%-9.6pp | 12.21%-0.6pp | 169.23%-157.6pp |
| Employer contribution / active EE | $1,262 | $1,277-1.1% | $2,550-50.5% | $1,963-35.7% |
| Participant deferral / active EE | $5,292 | $2,342+125.9% | $3,149+68.1% | $3,054+73.3% |
| Admin fee / account holder | $138 | $461-70.2% | $4,221-96.7% | $504-72.7% |