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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST1 year Filed as: GREENLEAF ADVISORS LLC Service code 15 · EIN 47-1303673 | Recordkeeping | $7,527 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,155 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,349 | $55,706-86.8% | $75,886-90.3% | $72,985-89.9% |
| Participation rate | 89.3% | 61.1%+28.2pp | 69.3%+20.0pp | 69.5%+19.8pp |
| Annual return | 25.22% | 27.59%-2.4pp | 30.76%-5.5pp | 81.00%-55.8pp |
| Employer contribution / active EE | $412 | $1,687-75.6% | $2,500-83.5% | $2,440-83.1% |
| Participant deferral / active EE | $2,945 | $2,634+11.8% | $3,603-18.3% | $3,607-18.4% |
| Admin fee / account holder | $64 | $3,978-98.4% | $5,418-98.8% | $5,124-98.7% |