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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY1 year Service code 25 801 WARRENVILLE ROAD · LISLE, IL 60532 | Directed Trustee | $79,511 |
APPLE GROWTH PARTNERS6+ years Service code 34 · EIN 34-1082617 | Valuation (appraisals, etc.) | $28,960 |
ASCENSUS LLC3 years Filed as: ASCENSUS, LLC Service code 14 · EIN 82-3719843 | Plan Administrator | $27,325 |
PLANTE & MORAN, PLLC5 years Service code 10 · EIN 38-1357951 | Accounting | $16,000 |
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 | $80,639 | $72,303+11.5% | $86,698-7.0% | $64,824+24.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -29.17% | 392.77%-421.9pp | 35.96%-65.1pp | 32.84%-62.0pp |
| Employer contribution / active EE | $14,887 | $2,393+522.2% | $2,837+424.8% | $2,507+493.8% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $4,656-100.0% | $4,311-100.0% |
| Admin fee / account holder | $260 | $174+49.2% | $7,492-96.5% | $188+38.2% |