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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST2 years Filed as: GREENLEAF ADVISORS LLC Service code 27 286 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $21,036 |
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $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 | $30,973 | $47,977-35.4% | $154,111-79.9% | $56,287-45.0% |
| Participation rate | 81.4% | 66.2%+15.2pp | 83.0%-1.6pp | 69.9%+11.6pp |
| Annual return | -5.51% | 3.54%-9.0pp | 735.18%-740.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $3,529 | $2,169+62.7% | $5,298-33.4% | $2,111+67.2% |
| Participant deferral / active EE | $2,768 | $2,392+15.7% | $5,081-45.5% | $3,350-17.4% |
| Admin fee / account holder | $135 | $438-69.2% | $13,411-99.0% | $521-74.1% |