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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST1+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $38,741 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,315 |
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 | $59,373 | $50,464+17.7% | $75,784-21.7% | $52,331+13.5% |
| Participation rate | 97.5% | 66.8%+30.7pp | 75.8%+21.7pp | 68.1%+29.4pp |
| Annual return | 0.36% | 1.03%-0.7pp | 9.68%-9.3pp | 4.54%-4.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $6,198 | $2,570+141.1% | $3,652+69.7% | $3,022+105.1% |
| Admin fee / account holder | $151 | $1,103-86.3% | $5,300-97.1% | $592-74.5% |