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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST3 years Filed as: GREENLEAF ADVISORS LLC Service code 27 286 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $22,514 |
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 | $37,404 | $52,961-29.4% | $172,752-78.3% | $65,185-42.6% |
| Participation rate | 89.3% | 66.2%+23.1pp | 82.6%+6.6pp | 70.2%+19.1pp |
| Annual return | 19.82% | 30.12%-10.3pp | 802.97%-783.2pp | 29.38%-9.6pp |
| Employer contribution / active EE | $3,746 | $2,190+71.1% | $5,144-27.2% | $2,177+72.1% |
| Participant deferral / active EE | $2,626 | $2,471+6.3% | $5,198-49.5% | $3,514-25.3% |
| Admin fee / account holder | $136 | $472-71.3% | $13,955-99.0% | $847-84.0% |