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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY2+ years Service code 26 · EIN 36-3681493 | Advisory (Participants) | $104,006 |
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 | $420,219 | $93,131+351.2% | $106,554+294.4% | $86,828+384.0% |
| Participation rate | 98.0% | 81.4%+16.5pp | 76.1%+21.8pp | 72.3%+25.7pp |
| Annual return | 24.05% | 19.45%+4.6pp | 26.80%-2.8pp | 97.95%-73.9pp |
| Employer contribution / active EE | $18,833 | $2,895+550.4% | $2,819+568.0% | $2,406+682.7% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,132-100.0% |
| Admin fee / account holder | $175 | $145+20.9% | $7,408-97.6% | $170+3.4% |