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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY4 years Service code 15 · EIN 42-0127385 | Recordkeeping | $58,730 |
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 | $99,075 | $50,175+97.5% | $99,479-0.4% | $65,186+52.0% |
| Participation rate | 95.6% | 68.4%+27.2pp | 73.8%+21.8pp | 70.2%+25.4pp |
| Annual return | 22.50% | 25.36%-2.9pp | 30.72%-8.2pp | 29.39%-6.9pp |
| Employer contribution / active EE | $1,400 | $1,496-6.4% | $2,540-44.9% | $2,177-35.7% |
| Participant deferral / active EE | $5,926 | $2,748+115.7% | $3,619+63.8% | $3,514+68.7% |
| Admin fee / account holder | $229 | $398-42.3% | $6,253-96.3% | $847-72.9% |