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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY1 year Filed as: GREATBANC Service code 21 · EIN 36-3681493 | Bank Trustee | $12,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,297 | $75,183-13.1% | $123,894-47.3% | $55,167+18.4% |
| Participation rate | 98.6% | 72.8%+25.8pp | 81.4%+17.2pp | 69.0%+29.6pp |
| Annual return | 25.37% | 19.01%+6.4pp | 47.52%-22.1pp | 169.23%-143.9pp |
| Employer contribution / active EE | $2,971 | $2,823+5.2% | $4,617-35.6% | $1,963+51.4% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $64 | $663-90.3% | $8,357-99.2% | $504-87.2% |