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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY5 years Service code 15 · EIN 42-0127385 | Recordkeeping | $60,610 |
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 | $108,041 | $55,122+96.0% | $104,639+3.3% | $73,497+47.0% |
| Participation rate | 94.9% | 67.7%+27.2pp | 74.1%+20.8pp | 70.7%+24.2pp |
| Annual return | 13.38% | 24.77%-11.4pp | 340.67%-327.3pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,442 | $1,464-1.5% | $2,682-46.2% | $2,270-36.5% |
| Participant deferral / active EE | $6,163 | $2,919+111.1% | $3,738+64.9% | $3,740+64.8% |
| Admin fee / account holder | $231 | $423-45.3% | $6,465-96.4% | $513-54.9% |