Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY1+ years Service code 26 · EIN 36-3681493 | Advisory (Participants) | $100,859 |
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 | $357,508 | $85,135+319.9% | $98,920+261.4% | $73,415+387.0% |
| Participation rate | 97.7% | 81.1%+16.6pp | 76.0%+21.7pp | 72.2%+25.6pp |
| Annual return | 2.45% | 19.14%-16.7pp | 196.47%-194.0pp | 59.30%-56.9pp |
| Employer contribution / active EE | $17,546 | $2,721+544.9% | $2,689+552.4% | $2,234+685.5% |
| Participant deferral / active EE | $0 | $4,349-100.0% | $4,245-100.0% | $3,806-100.0% |
| Admin fee / account holder | $175 | $139+25.3% | $6,643-97.4% | $158+10.5% |