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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY4+ years Service code 27 · EIN 36-3118054 801 WARRENVILLE RD · LISLE, IL 60532 | Advisory (Plan) | $44,588 |
Service code 29 90 SOUTH CASCADE AVENUE, SUITE 1100 · COLORADO SPRINGS, CO 809031662 | Legal | $40,483 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $11,074 |
VINING SPARKS4+ years Service code 34 775 RIDGELAKE BLVD · MEMPHIS, TN 38120 | Valuation (appraisals, etc.) | $8,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,612 | $79,523+250.4% | $140,019+99.0% | $56,289+395.0% |
| Participation rate | 98.0% | 85.7%+12.3pp | 87.5%+10.5pp | 69.9%+28.2pp |
| Annual return | 13.82% | 2.39%+11.4pp | 651.17%-637.3pp | -9.96%+23.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,605-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $868 | $614+41.3% | $10,705-91.9% | $521+66.6% |