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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY4+ years Service code 26 · EIN 36-3681493 801 WARRENVILLE RD # 500 · LISLE, IL 60532 | Advisory (Participants) | $107,695 |
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 | $463,161 | $84,784+446.3% | $98,462+370.4% | $74,478+521.9% |
| Participation rate | 94.4% | 81.5%+12.9pp | 75.2%+19.3pp | 70.7%+23.7pp |
| Annual return | 15.46% | 20.59%-5.1pp | 21.20%-5.7pp | 34.37%-18.9pp |
| Employer contribution / active EE | $20,023 | $3,364+495.2% | $3,049+556.7% | $2,637+659.4% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $162 | $204-20.7% | $8,875-98.2% | $347-53.3% |