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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY1+ years Service code 19 · EIN 23-3060382 | Securities Custodian | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,957 | $70,667+151.8% | $123,105+44.6% | $52,331+240.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -11.17% | 6.23%-17.4pp | 13.22%-24.4pp | 4.54%-15.7pp |
| Employer contribution / active EE | $2,211 | $2,946-24.9% | $5,151-57.1% | $1,882+17.5% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |