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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY7 years Filed as: GREATBANC Service code 21 · EIN 36-3681493 | Bank Trustee | $115,296 |
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $50,981 |
THE BVA GROUP9+ years Filed as: BVA Service code 34 · EIN 06-1762342 | Direct payment from the plan; Valuati... | $34,484 |
RSM US LLP9+ years Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $23,525 |
NYEMASTER2 years Service code 29 · EIN 42-1154516 | Legal | $8,071 |
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 | $533,275 | $112,596+373.6% | $152,301+250.1% | $64,728+723.9% |
| Participation rate | 99.8% | 63.6%+36.2pp | 82.4%+17.3pp | 57.9%+41.9pp |
| Annual return | 18.01% | 23.76%-5.7pp | 80.50%-62.5pp | 49.38%-31.4pp |
| Employer contribution / active EE | $9,870 | $3,716+165.6% | $4,624+113.4% | $2,243+340.1% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $8,004-100.0% | $2,729-100.0% |
| Admin fee / account holder | $249 | $996-75.0% | $14,398-98.3% | $1,145-78.3% |