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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST7 years Service code 15 · EIN 38-3416104 | Recordkeeping | $73,528 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,361 | $107,218-15.7% | $115,768-21.9% | $79,634+13.5% |
| Participation rate | 99.5% | 76.8%+22.7pp | 74.4%+25.1pp | 62.5%+37.0pp |
| Annual return | 15.86% | 15.41%+0.5pp | 100.46%-84.6pp | 36.46%-20.6pp |
| Employer contribution / active EE | $5,738 | $3,627+58.2% | $2,940+95.2% | $2,529+126.9% |
| Participant deferral / active EE | $3,323 | $5,091-34.7% | $4,917-32.4% | $3,835-13.3% |
| Admin fee / account holder | $147 | $576-74.5% | $12,439-98.8% | $1,002-85.3% |