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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST11+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $62,349 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,584 | $103,024+46.2% | $112,040+34.4% | $79,634+89.1% |
| Participation rate | 99.2% | 80.6%+18.7pp | 76.5%+22.7pp | 62.5%+36.7pp |
| Annual return | 16.91% | 17.60%-0.7pp | 24.52%-7.6pp | 36.46%-19.5pp |
| Employer contribution / active EE | $6,837 | $3,015+126.8% | $2,954+131.5% | $2,529+170.3% |
| Participant deferral / active EE | $6,538 | $5,233+25.0% | $5,098+28.3% | $3,835+70.5% |
| Admin fee / account holder | $72 | $465-84.6% | $12,098-99.4% | $1,002-92.8% |