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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY1 year Filed as: GREATBANC TRUST CO Service code 21 801 WARRENVILLE RD #500 · LISLE, IL 60532 | Bank Trustee | $24,000 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $22,988 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,102 | $129,159-52.7% | $184,243-66.8% | $77,714-21.4% |
| Participation rate | 99.8% | 87.4%+12.4pp | 86.8%+13.0pp | 70.6%+29.2pp |
| Annual return | 21.58% | 33.22%-11.6pp | 28.82%-7.2pp | 31.26%-9.7pp |
| Employer contribution / active EE | $3,376 | $4,410-23.5% | $6,427-47.5% | $2,727+23.8% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $9,132-100.0% | $4,649-100.0% |
| Admin fee / account holder | $71 | $256-72.1% | $13,914-99.5% | $433-83.5% |