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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY2 years Filed as: GREATBANC TRUST CO Service code 21 801 WARRENVILLE RD #500 · LISLE, IL 60532 | Bank Trustee | $32,000 |
Filed as: ONEAMERICA RETIREMENT SERVICES LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $30,961 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $0 |
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 | $71,165 | $120,072-40.7% | $199,883-64.4% | $71,012+0.2% |
| Participation rate | 84.0% | 88.3%-4.3pp | 86.8%-2.8pp | 58.6%+25.4pp |
| Annual return | 7.47% | 28.85%-21.4pp | 43.81%-36.3pp | 37.67%-30.2pp |
| Employer contribution / active EE | $3,307 | $4,435-25.4% | $6,261-47.2% | $2,348+40.8% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $9,138-100.0% | $3,246-100.0% |
| Admin fee / account holder | $105 | $308-65.8% | $17,268-99.4% | $1,167-91.0% |