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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY6+ years Service code 26 · EIN 36-3681493 801 WARRENVILLE RD # 500 · LISLE, IL 60532 | Advisory (Participants) | $80,000 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 16 · EIN 34-1753575 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Consulting | $33,926 |
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 | $579,257 | $110,675+423.4% | $115,599+401.1% | $71,012+715.7% |
| Participation rate | 97.8% | 77.3%+20.5pp | 74.3%+23.6pp | 58.6%+39.3pp |
| Annual return | 11.16% | 14.15%-3.0pp | 111.10%-99.9pp | 37.67%-26.5pp |
| Employer contribution / active EE | $21,818 | $3,949+452.5% | $2,955+638.2% | $2,348+829.3% |
| Participant deferral / active EE | $0 | $4,947-100.0% | $4,889-100.0% | $3,246-100.0% |
| Admin fee / account holder | $163 | $775-78.9% | $12,841-98.7% | $1,167-86.0% |