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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY1 year Filed as: GREATBANC Service code 21 · EIN 36-3681493 | Bank Trustee | $127,490 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $57,395 |
THE BVA GROUP3+ years Filed as: BVA Service code 34 · EIN 06-1762342 | Valuation (appraisals, etc.); Consult... | $38,696 |
RSM US LLP3+ years Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $11,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $393,269 | $88,122+346.3% | $141,200+178.5% | $67,584+481.9% |
| Participation rate | 98.2% | 76.5%+21.7pp | 82.5%+15.7pp | 71.3%+26.9pp |
| Annual return | 15.42% | 75.40%-60.0pp | 71.41%-56.0pp | 378.59%-363.2pp |
| Employer contribution / active EE | $7,275 | $3,224+125.6% | $4,736+53.6% | $2,148+238.7% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,710-100.0% | $3,540-100.0% |
| Admin fee / account holder | $292 | $131+122.9% | $10,265-97.2% | $142+105.0% |