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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY7 years Service code 15 · EIN 42-0127385 | Recordkeeping | $72,725 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,640 | $44,714+143.0% | $91,227+19.1% | $66,949+62.3% |
| Participation rate | 94.6% | 65.0%+29.6pp | 73.2%+21.4pp | 69.8%+24.8pp |
| Annual return | -15.33% | -12.25%-3.1pp | 114.14%-129.5pp | 1.57%-16.9pp |
| Employer contribution / active EE | $1,886 | $1,710+10.2% | $2,851-33.9% | $2,545-25.9% |
| Participant deferral / active EE | $7,701 | $3,355+129.5% | $4,234+81.9% | $4,239+81.7% |
| Admin fee / account holder | $271 | $521-47.9% | $5,423-95.0% | $594-54.3% |