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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY8 years Service code 15 · EIN 42-0127385 | Recordkeeping | $76,525 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,323 | $49,940+159.0% | $95,740+35.1% | $74,460+73.7% |
| Participation rate | 91.4% | 66.8%+24.6pp | 72.3%+19.1pp | 70.7%+20.6pp |
| Annual return | 17.74% | 24.92%-7.2pp | 28.41%-10.7pp | 34.38%-16.6pp |
| Employer contribution / active EE | $1,893 | $1,639+15.5% | $2,836-33.3% | $2,638-28.3% |
| Participant deferral / active EE | $7,978 | $3,753+112.6% | $4,244+88.0% | $4,530+76.1% |
| Admin fee / account holder | $282 | $300-5.8% | $5,676-95.0% | $348-18.8% |