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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY5+ years Service code 27 · EIN 36-3118054 801 WARRENVILLE RD · LISLE, IL 60532 | Advisory (Plan) | $36,470 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $17,671 |
VINING SPARKS1 year Filed as: VINING SPARKS IBG, L.P. Service code 34 775 RIDGE LAKE BLVD #200 · 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,364 | $98,982+162.0% | $162,163+59.9% | $65,185+297.9% |
| Participation rate | 99.0% | 85.8%+13.2pp | 87.6%+11.5pp | 70.2%+28.8pp |
| Annual return | 6.28% | 24.84%-18.6pp | 115.59%-109.3pp | 29.38%-23.1pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $509 | $596-14.6% | $10,843-95.3% | $847-39.9% |