Filed January 19, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY1+ years Filed as: GREAT BANC TRUST COMPANY Service code 21 · EIN 37-1380386 | Bank Trustee | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,500,551 | $148,970+4263.7% | $136,072+4677.3% | $199,960+3150.9% |
| Participation rate | 99.5% | 79.4%+20.1pp | 76.4%+23.0pp | 72.0%+27.5pp |
| Annual return | 13.13% | 27.07%-13.9pp | 580.46%-567.3pp | 34.28%-21.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,216-100.0% | $3,036-100.0% |
| Participant deferral / active EE | $0 | $6,140-100.0% | $7,028-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $144-100.0% | $6,718-100.0% | $269-100.0% |