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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY1+ years Filed as: GREAT BANC TRUST COMPANY Service code 21 801 WARRENVILLE ROAD · LISLE, ID 60532 | Bank Trustee | $212,500 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL Service code 28 · EIN 42-1520346 | Investment Management | $56,926 |
JACKSON LEWIS P.C.1+ years Filed as: JACKSON LEWIS Service code 29 · EIN 13-1863997 | Legal | $34,941 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,906 | $75,760+83.4% | $123,105+12.8% | $59,188+134.7% |
| Participation rate | 99.5% | 86.0%+13.5pp | 86.8%+12.7pp | 69.4%+30.1pp |
| Annual return | -42.53% | 2.93%-45.5pp | 13.22%-55.7pp | 5.51%-48.0pp |
| Employer contribution / active EE | $6,320 | $3,415+85.0% | $5,151+22.7% | $2,098+201.2% |
| Participant deferral / active EE | $0 | $5,000-100.0% | $6,229-100.0% | $3,265-100.0% |
| Admin fee / account holder | $188 | $61+209.9% | $9,014-97.9% | $92+104.1% |