Filed December 13, 2005 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY1 year Filed as: TI-TRUST Service code 24 · EIN 20-1171923 | Discretionary Trustee | $15,787 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $452,962 | $86,225+425.3% | $146,649+208.9% | $86,828+421.7% |
| Participation rate | 99.6% | 78.0%+21.6pp | 80.1%+19.5pp | 72.3%+27.3pp |
| Annual return | 40.02% | 31.23%+8.8pp | 22.75%+17.3pp | 97.95%-57.9pp |
| Employer contribution / active EE | $1,101 | $2,392-54.0% | $4,137-73.4% | $2,406-54.3% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,281-100.0% | $170-100.0% |