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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 | $69,255+736.4% | $148,496+290.1% | $69,255+736.4% |
| Participation rate | 97.8% | 69.0%+28.8pp | 76.0%+21.8pp | 69.0%+28.8pp |
| Annual return | 11.16% | 26.73%-15.6pp | 12.33%-1.2pp | 26.73%-15.6pp |
| Employer contribution / active EE | $21,818 | $2,645+724.8% | $3,497+523.8% | $2,645+724.8% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $4,808-100.0% | $2,890-100.0% |
| Admin fee / account holder | $163 | $733-77.7% | $19,547-99.2% | $733-77.7% |