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| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY2+ years Service code 19 · EIN 23-3060382 | Securities Custodian | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,023 | $74,089+197.0% | $133,975+64.2% | $55,167+298.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 27.98% | 12.11%+15.9pp | 29.29%-1.3pp | 169.23%-141.2pp |
| Employer contribution / active EE | $2,433 | $3,064-20.6% | $5,211-53.3% | $1,963+24.0% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |