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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST6 years Service code 15 · EIN 38-3416104 | Recordkeeping | $47,835 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,107 | $92,186-3.3% | $105,624-15.6% | $77,762+14.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 13.53% | 17.83%-4.3pp | 116.20%-102.7pp | 31.27%-17.7pp |
| Employer contribution / active EE | $7,025 | $3,376+108.1% | $3,168+121.8% | $2,728+157.5% |
| Participant deferral / active EE | $3,497 | $5,395-35.2% | $5,013-30.2% | $4,651-24.8% |
| Admin fee / account holder | $109 | $219-50.4% | $10,961-99.0% | $433-74.9% |