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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST2+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $39,930 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $3,464 |
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 | $65,898 | $52,884+24.6% | $84,753-22.2% | $55,167+19.5% |
| Participation rate | 97.6% | 67.5%+30.0pp | 76.6%+21.0pp | 69.0%+28.6pp |
| Annual return | 5.56% | 18.03%-12.5pp | 22.78%-17.2pp | 169.23%-163.7pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $7,747 | $2,644+193.0% | $3,712+108.7% | $3,054+153.7% |
| Admin fee / account holder | $170 | $581-70.8% | $5,333-96.8% | $504-66.3% |