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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST4+ years Filed as: GREENLEAF ADVISORS LLC Service code 27 · EIN 47-1303673 | Advisory (Plan) | $46,351 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $9,665 |
HERTZBACH & COMPANY PA1 year Filed as: HERTZBACH & COMPANY Service code 10 · EIN 52-1158459 | Accounting | $8,000 |
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 | $69,210 | $55,449+24.8% | $83,830-17.4% | $56,287+23.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -3.75% | -1.38%-2.4pp | 850.97%-854.7pp | -9.96%+6.2pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $9,023 | $2,935+207.4% | $4,082+121.0% | $3,350+169.4% |
| Admin fee / account holder | $256 | $656-61.0% | $5,479-95.3% | $521-50.9% |