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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST2 years Filed as: GREENLEAF ADVISORS LLC Service code 27 286 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $48,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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 | $79,372 | $88,122-9.9% | $141,197-43.8% | $67,582+17.4% |
| Participation rate | 99.7% | 76.5%+23.2pp | 82.5%+17.2pp | 71.3%+28.4pp |
| Annual return | 26.13% | 75.40%-49.3pp | 71.41%-45.3pp | 378.57%-352.4pp |
| Employer contribution / active EE | $8,730 | $3,224+170.7% | $4,736+84.3% | $2,148+306.5% |
| Participant deferral / active EE | $9,880 | $5,958+65.8% | $6,710+47.2% | $3,539+179.1% |
| Admin fee / account holder | $106 | $131-19.1% | $10,265-99.0% | $142-25.6% |