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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST4+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 286 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $72,412 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $161,380 | $58,093+177.8% | $80,022+101.7% | $56,287+186.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -2.57% | 34.63%-37.2pp | 11.22%-13.8pp | -9.96%+7.4pp |
| Employer contribution / active EE | $5,387 | $1,933+178.8% | $2,468+118.3% | $2,111+155.2% |
| Participant deferral / active EE | $6,072 | $3,136+93.6% | $3,686+64.7% | $3,350+81.3% |
| Admin fee / account holder | $433 | $623-30.5% | $6,521-93.4% | $521-16.9% |