Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $129,227-52.7% | $184,256-66.8% | $77,762-21.4% |
| Participation rate | 99.8% | 87.4%+12.4pp | 86.8%+13.0pp | 70.6%+29.2pp |
| Annual return | 21.58% | 33.24%-11.7pp | 28.85%-7.3pp | 31.27%-9.7pp |
| Employer contribution / active EE | $3,376 | $4,412-23.5% | $6,427-47.5% | $2,728+23.7% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $71 | $256-72.1% | $13,899-99.5% | $433-83.5% |