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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST2+ years Filed as: GREENLEAF ADVISORS, LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $35,611 |
UHY LLP1 year Filed as: UHY, LLC Service code 10 · EIN 20-0694403 | Accounting | $8,750 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,669 |
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $7,688 |
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 | $136,016 | $61,616+120.7% | $105,754+28.6% | $55,167+146.6% |
| Participation rate | 98.2% | 72.9%+25.3pp | 78.9%+19.3pp | 69.0%+29.2pp |
| Annual return | 7.12% | 11.15%-4.0pp | 12.25%-5.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $5,293 | $3,043+74.0% | $4,079+29.8% | $1,963+169.7% |
| Participant deferral / active EE | $5,217 | $4,213+23.8% | $5,326-2.0% | $3,054+70.8% |
| Admin fee / account holder | $43 | $379-88.5% | $8,309-99.5% | $504-91.4% |