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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST3+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 216 MAPLE AVENUE · RED BANK, NJ 07701 | Advisory (Plan) | $64,216 |
Service code 15 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $4,299 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $170,185 | $63,314+168.8% | $91,004+87.0% | $62,293+173.2% |
| Participation rate | 99.3% | 73.3%+26.0pp | 75.6%+23.7pp | 69.5%+29.8pp |
| Annual return | 16.69% | 21.00%-4.3pp | 4.60%+12.1pp | 28.90%-12.2pp |
| Employer contribution / active EE | $5,173 | $1,807+186.2% | $2,456+110.6% | $2,042+153.3% |
| Participant deferral / active EE | $5,525 | $2,944+87.7% | $3,548+55.8% | $3,169+74.4% |
| Admin fee / account holder | $403 | $468-13.8% | $5,417-92.6% | $479-15.9% |