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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST3+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $26,572 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $8,640 |
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 | $48,507 | $71,192-31.9% | $117,861-58.8% | $62,293-22.1% |
| Participation rate | 95.1% | 74.2%+20.8pp | 79.7%+15.4pp | 69.5%+25.6pp |
| Annual return | 15.69% | 18.66%-3.0pp | 335.11%-319.4pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,797 | $1,934-7.1% | $3,786-52.5% | $2,042-12.0% |
| Participant deferral / active EE | $5,035 | $3,189+57.9% | $4,482+12.3% | $3,169+58.9% |
| Admin fee / account holder | $194 | $587-66.9% | $8,021-97.6% | $479-59.4% |