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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY6+ years Service code 26 · EIN 36-3681493 801 WARRENVILLE RD # 500 · LISLE, IL 60532 | Advisory (Participants) | $80,000 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 16 · EIN 34-1753575 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Consulting | $33,926 |
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 | $579,257 | $95,593+506.0% | $121,663+376.1% | $64,728+794.9% |
| Participation rate | 97.8% | 74.9%+22.9pp | 74.5%+23.4pp | 57.9%+40.0pp |
| Annual return | 11.16% | 11.26%-0.1pp | 147.54%-136.4pp | 49.38%-38.2pp |
| Employer contribution / active EE | $21,818 | $4,093+433.0% | $3,020+622.5% | $2,243+872.9% |
| Participant deferral / active EE | $0 | $3,994-100.0% | $4,887-100.0% | $2,729-100.0% |
| Admin fee / account holder | $163 | $813-79.9% | $14,289-98.9% | $1,145-85.7% |