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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY3 years Service code 25 801 WARRENVILLE ROAD · LISLE, IL 60532 | Directed Trustee | $30,946 |
APPLE GROWTH PARTNERS8+ years Service code 34 · EIN 34-1082617 | Valuation (appraisals, etc.) | $27,000 |
ASCENSUS LLC5 years Filed as: ASCENSUS, LLC Service code 14 · EIN 82-3719843 | Plan Administrator | $8,925 |
PLANTE & MORAN, PLLC7 years Service code 10 · EIN 33-1498605 | Accounting | $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 | $85,980 | $89,067-3.5% | $102,423-16.1% | $77,714+10.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | -0.12% | 25.01%-25.1pp | 29.42%-29.5pp | 31.26%-31.4pp |
| Employer contribution / active EE | $18,750 | $2,699+594.6% | $3,023+520.3% | $2,727+587.6% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $115 | $236-51.1% | $9,455-98.8% | $433-73.4% |