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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST10+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $55,766 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,873 | $89,067+58.2% | $102,423+37.5% | $77,714+81.3% |
| Participation rate | 99.8% | 80.9%+18.9pp | 76.5%+23.3pp | 70.6%+29.2pp |
| Annual return | 14.03% | 25.01%-11.0pp | 29.42%-15.4pp | 31.26%-17.2pp |
| Employer contribution / active EE | $6,627 | $2,699+145.5% | $3,023+119.2% | $2,727+143.0% |
| Participant deferral / active EE | $6,638 | $5,147+29.0% | $5,054+31.3% | $4,649+42.8% |
| Admin fee / account holder | $70 | $236-70.5% | $9,455-99.3% | $433-84.0% |