Filed August 1, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST1+ years Filed as: GREENLEAF ADVISORS, LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $83,360 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $11,452 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $108,644 | $68,413+58.8% | $123,105-11.7% | $55,191+96.8% |
| Participation rate | 91.3% | 84.5%+6.8pp | 86.8%+4.5pp | 69.2%+22.2pp |
| Annual return | 1.18% | 6.30%-5.1pp | 13.22%-12.0pp | 10.78%-9.6pp |
| Employer contribution / active EE | $3,281 | $3,050+7.6% | $5,151-36.3% | $1,899+72.8% |
| Participant deferral / active EE | $4,109 | $4,490-8.5% | $6,229-34.0% | $3,046+34.9% |
| Admin fee / account holder | $32 | $88-63.8% | $9,014-99.6% | $91-65.0% |