| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY2 years Service code 21 · EIN 36-3681493 | Bank Trustee | $30,200 |
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 | $178,476 | $104,336+71.1% | $159,495+11.9% | $86,828+105.6% |
| Participation rate | 97.4% | 77.7%+19.7pp | 82.8%+14.6pp | 72.3%+25.1pp |
| Annual return | 7.26% | 26.32%-19.1pp | 263.72%-256.5pp | 97.95%-90.7pp |
| Employer contribution / active EE | $16,803 | $3,451+386.9% | $4,831+247.8% | $2,406+598.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $96 | $172-44.2% | $10,804-99.1% | $170-43.3% |