Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST6+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303679 216 MAPLE AVENUE · RED BANK, NJ 07701 | Advisory (Plan) | $19,344 |
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,901 |
INTAC ACTUARIAL SERVICES6+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $5,754 |
Participant contribution per participant 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 | $27,761 | $61,166-54.6% | $185,849-85.1% | $79,391-65.0% |
| Participation rate | 96.1% | 66.6%+29.5pp | 81.7%+14.4pp | 70.7%+25.4pp |
| Annual return | 19.53% | 19.45%+0.1pp | 122.10%-102.6pp | 116.88%-97.3pp |
| Employer contribution / active EE | $4,644 | $2,321+100.1% | $5,169-10.2% | $2,428+91.3% |
| Participant deferral / active EE | $0 | $2,789-100.0% | $5,569-100.0% | $4,046-100.0% |
| Admin fee / account holder | $119 | $710-83.2% | $16,244-99.3% | $627-81.0% |