Filed September 13, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY1 year Filed as: GREATBANC TRUST CO Service code 24 801 WARRENVILLE RD · LISLE, IL 60532 | Discretionary Trustee | $100,060 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,981 | $88,480-96.6% | $96,683-96.9% | $80,160-96.3% |
| Participation rate | 97.2% | 79.9%+17.3pp | 74.3%+22.8pp | 72.9%+24.2pp |
| Annual return | 30.33% | 22.53%+7.8pp | 35.69%-5.4pp | 40.38%-10.1pp |
| Employer contribution / active EE | $0 | $4,176-100.0% | $3,737-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $1 | $212-99.4% | $6,730-100.0% | $145-99.1% |