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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 11225 NORTH COMMUNITY HOUSE ROAD · CHARLOTTE, NC 28277 | Recordkeeping Fees | $50,161 |
GREENLEAF TRUST4 years Filed as: GREENLEAF ADVISORS LLC Service code 27 286 BROAD STREET · RED BANK, NJ 07701 | Advisory (Plan) | $25,289 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,261 | $58,888-9.6% | $178,499-70.2% | $73,493-27.5% |
| Participation rate | 85.6% | 66.2%+19.4pp | 81.9%+3.7pp | 70.7%+14.9pp |
| Annual return | 13.73% | 24.86%-11.1pp | 151.10%-137.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $4,579 | $2,236+104.8% | $5,011-8.6% | $2,270+101.7% |
| Participant deferral / active EE | $2,529 | $2,568-1.5% | $5,202-51.4% | $3,740-32.4% |
| Admin fee / account holder | $547 | $400+36.6% | $13,986-96.1% | $513+6.6% |