Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY3 years Filed as: GREATBANC Service code 24 · EIN 36-3681493 | Discretionary Trustee | $109,763 |
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $39,324 |
THE BVA GROUP5+ years Filed as: BVA Service code 34 · EIN 06-1762342 | Valuation (appraisals, etc.); Direct ... | $31,500 |
RSM US LLP5+ years Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $12,470 |
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 | $456,018 | $104,336+337.1% | $159,495+185.9% | $86,828+425.2% |
| Participation rate | 95.7% | 77.7%+18.0pp | 82.8%+12.9pp | 72.3%+23.4pp |
| Annual return | 15.51% | 26.32%-10.8pp | 263.72%-248.2pp | 97.95%-82.4pp |
| Employer contribution / active EE | $7,613 | $3,451+120.6% | $4,831+57.6% | $2,406+216.4% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $307 | $172+78.5% | $10,804-97.2% | $170+81.3% |