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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY6 years Filed as: GREATBANC Service code 21 · EIN 36-3681493 | Bank Trustee | $113,405 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $51,841 |
THE BVA GROUP8+ years Filed as: BVA Service code 34 · EIN 06-1762342 | Valuation (appraisals, etc.); Direct ... | $35,000 |
NYEMASTER1 year Service code 29 · EIN 42-1154551 | Legal | $23,368 |
RSM US LLP2 years Service code 10 · EIN 42-0714325 | Accounting | $21,425 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $461,478 | $106,264+334.3% | $147,117+213.7% | $77,762+493.5% |
| Participation rate | 99.2% | 78.4%+20.8pp | 82.2%+17.0pp | 70.6%+28.6pp |
| Annual return | 10.63% | 56.94%-46.3pp | 420.54%-409.9pp | 31.27%-20.6pp |
| Employer contribution / active EE | $8,853 | $4,074+117.3% | $4,932+79.5% | $2,728+224.5% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $264 | $334-20.9% | $12,993-98.0% | $433-38.9% |