| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY3 years Service code 21 · EIN 36-3681493 | Bank Trustee | $30,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,533 | $82,188+144.0% | $125,401+59.9% | $64,829+209.3% |
| Participation rate | 98.9% | 77.9%+21.0pp | 82.4%+16.5pp | 71.5%+27.4pp |
| Annual return | 14.22% | 3.50%+10.7pp | 572.53%-558.3pp | 32.85%-18.6pp |
| Employer contribution / active EE | $16,544 | $3,617+357.3% | $4,816+243.5% | $2,507+559.9% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,312-100.0% |
| Admin fee / account holder | $100 | $163-38.5% | $10,008-99.0% | $188-46.6% |