| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY5 years Service code 21 · EIN 36-3681493 | Bank Trustee | $31,500 |
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 | $205,584 | $106,264+93.5% | $147,117+39.7% | $77,762+164.4% |
| Participation rate | 99.4% | 78.4%+20.9pp | 82.2%+17.2pp | 70.6%+28.8pp |
| Annual return | 4.21% | 56.94%-52.7pp | 420.54%-416.3pp | 31.27%-27.1pp |
| Employer contribution / active EE | $15,193 | $4,074+272.9% | $4,932+208.0% | $2,728+456.9% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $92 | $334-72.6% | $12,993-99.3% | $433-78.8% |