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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST3+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $43,629 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $2,385 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,846 | $58,726+24.0% | $92,240-21.0% | $62,293+16.9% |
| Participation rate | 98.8% | 68.3%+30.5pp | 76.5%+22.3pp | 69.5%+29.3pp |
| Annual return | 13.33% | 43.62%-30.3pp | 176.29%-163.0pp | 28.90%-15.6pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $8,375 | $2,766+202.8% | $3,897+114.9% | $3,169+164.3% |
| Admin fee / account holder | $179 | $556-67.8% | $5,194-96.6% | $479-62.7% |