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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST2+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $25,422 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $15,803 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,866 | $63,924-36.1% | $108,582-62.4% | $55,167-25.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 79.6%+20.4pp | 69.0%+31.0pp |
| Annual return | 7.19% | 15.31%-8.1pp | -51.70%+58.9pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,595 | $1,879-15.1% | $3,758-57.6% | $1,963-18.7% |
| Participant deferral / active EE | $4,346 | $3,067+41.7% | $4,311+0.8% | $3,054+42.3% |
| Admin fee / account holder | $228 | $618-63.1% | $7,645-97.0% | $504-54.8% |