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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY2 years Filed as: GREATBANC Service code 21 · EIN 36-3681493 | Bank Trustee | $128,707 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $37,033 |
THE BVA GROUP4+ years Filed as: BVA Service code 34 · EIN 06-1762342 | Consulting fees; Valuation (appraisal... | $29,314 |
RSM US LLP4+ years Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $12,100 |
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 | $387,850 | $100,801+284.8% | $149,751+159.0% | $73,415+428.3% |
| Participation rate | 98.2% | 77.7%+20.5pp | 82.5%+15.7pp | 72.2%+26.0pp |
| Annual return | 8.23% | 265.34%-257.1pp | 276.71%-268.5pp | 59.30%-51.1pp |
| Employer contribution / active EE | $7,588 | $3,312+129.1% | $4,646+63.3% | $2,234+239.7% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $290 | $181+60.5% | $9,312-96.9% | $158+83.8% |