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| Provider | Service type | Compensation |
|---|---|---|
Service code 34 · EIN 36-4799908 | Valuation (appraisals, etc.) | $16,418 |
BANKERS TRUST COMPANY1+ years Filed as: BANKERS TRUST COMPANY OF SD Service code 21 453 7TH STREET · DES MOINES, IA 50309 | Bank Trustee | $8,729 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,009 | $75,183-36.1% | $123,894-61.3% | $55,167-13.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 1.23% | 19.01%-17.8pp | 47.52%-46.3pp | 169.23%-168.0pp |
| Employer contribution / active EE | $3,329 | $2,823+17.9% | $4,617-27.9% | $1,963+69.6% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $209 | $663-68.5% | $8,357-97.5% | $504-58.6% |