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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST2+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 216 MAPLE AVENUE · RED BANK, NJ 07701 | Advisory (Plan) | $52,002 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,435 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,969 | $56,640+147.1% | $78,002+79.4% | $55,167+153.7% |
| Participation rate | 99.3% | 73.3%+26.0pp | 75.5%+23.8pp | 69.0%+30.3pp |
| Annual return | 5.05% | 2868.48%-2863.4pp | 425.99%-420.9pp | 169.23%-164.2pp |
| Employer contribution / active EE | $5,040 | $1,724+192.4% | $2,470+104.0% | $1,963+156.8% |
| Participant deferral / active EE | $5,622 | $2,778+102.4% | $3,497+60.8% | $3,054+84.1% |
| Admin fee / account holder | $326 | $467-30.0% | $5,481-94.0% | $504-35.2% |