Filed November 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST1+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $62,006 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $101,563 | $54,320+87.0% | $67,652+50.1% | $52,331+94.1% |
| Participation rate | 81.1% | 73.6%+7.5pp | 75.7%+5.4pp | 68.1%+13.0pp |
| Annual return | 1.53% | 6.81%-5.3pp | 6625.40%-6623.9pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,014 | $1,544-34.3% | $2,266-55.3% | $1,882-46.1% |
| Participant deferral / active EE | $4,197 | $2,950+42.3% | $3,560+17.9% | $3,022+38.9% |
| Admin fee / account holder | $333 | $527-36.7% | $4,821-93.1% | $592-43.6% |