| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY4 years Service code 21 · EIN 36-3681493 | Bank Trustee | $30,000 |
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 | $212,269 | $95,438+122.4% | $135,998+56.1% | $74,478+185.0% |
| Participation rate | 99.0% | 78.2%+20.7pp | 81.9%+17.0pp | 70.7%+28.2pp |
| Annual return | 10.72% | 32.61%-21.9pp | 68.37%-57.7pp | 34.37%-23.7pp |
| Employer contribution / active EE | $15,625 | $3,878+302.9% | $4,860+221.5% | $2,637+492.6% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $95 | $259-63.5% | $10,769-99.1% | $347-72.8% |