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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST2+ years Filed as: GREENLEAF ADVISORS, LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $42,750 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $2,455 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $142,702 | $60,165+137.2% | $74,184+92.4% | $55,167+158.7% |
| Participation rate | 90.2% | 74.2%+16.0pp | 76.6%+13.6pp | 69.0%+21.2pp |
| Annual return | 6.68% | 10.00%-3.3pp | 17.74%-11.1pp | 169.23%-162.5pp |
| Employer contribution / active EE | $3,255 | $1,600+103.5% | $2,370+37.4% | $1,963+65.9% |
| Participant deferral / active EE | $7,263 | $2,973+144.3% | $3,550+104.6% | $3,054+137.8% |
| Admin fee / account holder | $19 | $419-95.5% | $5,586-99.7% | $504-96.2% |