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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORS LLC Service code 27 286 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $5,020 |
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 | $34,423 | $55,453-37.9% | $170,435-79.8% | $62,293-44.7% |
| Participation rate | 91.1% | 66.4%+24.7pp | 83.6%+7.5pp | 69.5%+21.6pp |
| Annual return | 15.67% | 21.38%-5.7pp | 205.94%-190.3pp | 28.90%-13.2pp |
| Employer contribution / active EE | $3,922 | $2,164+81.3% | $5,432-27.8% | $2,042+92.0% |
| Participant deferral / active EE | $2,967 | $2,303+28.8% | $4,939-39.9% | $3,169-6.4% |
| Admin fee / account holder | $34 | $455-92.5% | $13,881-99.8% | $479-92.9% |