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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST7+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303679 216 MAPLE AVENUE · RED BANK, NJ 07701 | Advisory (Plan) | $20,747 |
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,567 |
INTAC ACTUARIAL SERVICES7+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $4,920 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,763 | $65,092-60.4% | $143,799-82.1% | $66,938-61.5% |
| Participation rate | 97.4% | 65.2%+32.2pp | 80.3%+17.1pp | 69.8%+27.6pp |
| Annual return | -11.94% | -11.14%-0.8pp | -0.04%-11.9pp | 1.58%-13.5pp |
| Employer contribution / active EE | $4,659 | $2,362+97.3% | $4,952-5.9% | $2,545+83.1% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,238-100.0% |
| Admin fee / account holder | $128 | $502-74.5% | $14,677-99.1% | $594-78.4% |