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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY3+ years Service code 26 · EIN 36-3681493 801 WARRENVILLE RD # 500 · LISLE, IL 60532 | Advisory (Participants) | $107,597 |
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 | $440,822 | $81,948+437.9% | $90,767+385.7% | $64,829+580.0% |
| Participation rate | 95.3% | 80.5%+14.9pp | 75.7%+19.7pp | 71.5%+23.9pp |
| Annual return | 16.64% | -12.53%+29.2pp | -12.16%+28.8pp | 32.85%-16.2pp |
| Employer contribution / active EE | $20,015 | $3,067+552.5% | $2,922+585.0% | $2,507+698.3% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,312-100.0% |
| Admin fee / account holder | $173 | $157+10.1% | $8,445-98.0% | $188-7.9% |