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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY1 year Service code 21 · EIN 36-3681493 | Bank Trustee | $115,565 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $49,849 |
THE BVA GROUP1 year Filed as: BVA GROUP Service code 34 · EIN 06-1762342 | Consulting fees; Valuation (appraisal... | $24,348 |
RSM US LLP2+ years Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $11,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $343,330 | $75,388+355.4% | $123,553+177.9% | $55,727+516.1% |
| Participation rate | 98.4% | 75.7%+22.7pp | 82.3%+16.1pp | 70.9%+27.5pp |
| Annual return | 13.14% | 4.48%+8.7pp | 119.21%-106.1pp | 244.94%-231.8pp |
| Employer contribution / active EE | $5,769 | $3,063+88.3% | $4,628+24.7% | $2,078+177.6% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $312 | $120+160.3% | $9,284-96.6% | $115+170.6% |