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| 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 | $95,417+122.5% | $135,974+56.1% | $74,460+185.1% |
| Participation rate | 99.0% | 78.2%+20.7pp | 81.9%+17.0pp | 70.7%+28.2pp |
| Annual return | 10.72% | 32.76%-22.0pp | 68.30%-57.6pp | 34.38%-23.7pp |
| Employer contribution / active EE | $15,625 | $3,878+302.9% | $4,859+221.6% | $2,638+492.3% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $95 | $266-64.5% | $10,767-99.1% | $348-72.8% |