Filed November 29, 2017
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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST8+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $95,509 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,117 | $65,453+101.9% | $86,698+52.4% | $66,938+97.4% |
| Participation rate | 88.9% | 75.5%+13.4pp | 76.6%+12.3pp | 69.8%+19.1pp |
| Annual return | -16.93% | -10.89%-6.0pp | 35.95%-52.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,726 | $2,154+26.6% | $2,837-3.9% | $2,545+7.1% |
| Participant deferral / active EE | $6,688 | $4,102+63.0% | $4,656+43.6% | $4,238+57.8% |
| Admin fee / account holder | $451 | $642-29.8% | $7,493-94.0% | $594-24.1% |