Filed November 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST2+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $64,666 |
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).
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 | $105,620 | $60,165+75.5% | $74,184+42.4% | $55,167+91.5% |
| Participation rate | 86.9% | 74.2%+12.8pp | 76.6%+10.3pp | 69.0%+17.9pp |
| Annual return | 8.51% | 10.00%-1.5pp | 17.74%-9.2pp | 169.23%-160.7pp |
| Employer contribution / active EE | $1,047 | $1,600-34.6% | $2,370-55.8% | $1,963-46.7% |
| Participant deferral / active EE | $4,350 | $2,973+46.3% | $3,550+22.6% | $3,054+42.4% |
| Admin fee / account holder | $330 | $419-21.3% | $5,586-94.1% | $504-34.5% |