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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY5+ years Service code 26 · EIN 36-3681493 801 WARRENVILLE RD # 500 · LISLE, IL 60532 | Advisory (Participants) | $95,149 |
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 | $535,264 | $92,186+480.6% | $105,624+406.8% | $77,762+588.3% |
| Participation rate | 97.8% | 81.0%+16.8pp | 75.3%+22.5pp | 70.6%+27.2pp |
| Annual return | 24.76% | 17.83%+6.9pp | 116.20%-91.4pp | 31.27%-6.5pp |
| Employer contribution / active EE | $21,431 | $3,376+534.9% | $3,168+576.6% | $2,728+685.6% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $138 | $219-36.8% | $10,961-98.7% | $433-68.0% |