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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY6 years Service code 15 · EIN 42-0127385 | Recordkeeping | $74,965 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,242 | $60,488+108.7% | $109,907+14.9% | $79,391+59.0% |
| Participation rate | 97.0% | 67.0%+29.9pp | 74.2%+22.7pp | 70.7%+26.2pp |
| Annual return | 14.47% | 189.57%-175.1pp | 29.46%-15.0pp | 116.88%-102.4pp |
| Employer contribution / active EE | $1,618 | $1,649-1.9% | $2,844-43.1% | $2,428-33.4% |
| Participant deferral / active EE | $6,972 | $3,220+116.5% | $4,047+72.3% | $4,046+72.3% |
| Admin fee / account holder | $292 | $605-51.8% | $6,069-95.2% | $627-53.4% |