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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 |
NYEMASTER GOOD P.C.2 years Filed as: NYEMASTER 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 | $105,248+406.7% | $147,318+262.0% | $71,012+651.0% |
| Participation rate | 99.8% | 66.1%+33.6pp | 82.1%+17.7pp | 58.6%+41.2pp |
| Annual return | 18.01% | 26.02%-8.0pp | 70.43%-52.4pp | 37.67%-19.7pp |
| Employer contribution / active EE | $9,870 | $3,785+160.8% | $4,593+114.9% | $2,348+320.4% |
| Participant deferral / active EE | $0 | $6,452-100.0% | $7,906-100.0% | $3,246-100.0% |
| Admin fee / account holder | $249 | $862-71.2% | $13,708-98.2% | $1,167-78.7% |