Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY8+ years Service code 27 · EIN 36-3118054 801 WARRENVILLE RD · LISLE, IL 60532 | Advisory (Plan) | $50,595 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $12,810 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $178,028 | $110,083+61.7% | $151,645+17.4% | $68,490+159.9% |
| Participation rate | 96.4% | 84.0%+12.5pp | 87.5%+8.9pp | 67.9%+28.5pp |
| Annual return | 6.86% | -10.12%+17.0pp | 3.34%+3.5pp | -7.85%+14.7pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $566 | $7,718-92.7% | $11,614-95.1% | $5,403-89.5% |