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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST1+ years Filed as: GREENLEAF ADVISORS, LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $43,501 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,660 |
JHW FINANCIAL SERVICES INC1+ years Service code 53 · EIN 68-0279977 | Insurance Commissions | $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 | $127,847 | $54,320+135.4% | $67,652+89.0% | $52,331+144.3% |
| Participation rate | 89.5% | 73.6%+15.9pp | 75.7%+13.8pp | 68.1%+21.4pp |
| Annual return | -1.25% | 6.81%-8.1pp | 6625.40%-6626.6pp | 4.54%-5.8pp |
| Employer contribution / active EE | $2,947 | $1,544+90.9% | $2,266+30.1% | $1,882+56.6% |
| Participant deferral / active EE | $6,576 | $2,950+122.9% | $3,560+84.7% | $3,022+117.6% |
| Admin fee / account holder | $20 | $527-96.3% | $4,821-99.6% | $592-96.7% |