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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 | $89,123+58.1% | $102,460+37.5% | $77,762+81.2% |
| Participation rate | 99.8% | 80.9%+18.9pp | 76.5%+23.3pp | 70.6%+29.2pp |
| Annual return | 14.03% | 25.05%-11.0pp | 29.47%-15.4pp | 31.27%-17.2pp |
| Employer contribution / active EE | $6,627 | $2,700+145.5% | $3,025+119.1% | $2,728+142.9% |
| Participant deferral / active EE | $6,638 | $5,148+29.0% | $5,056+31.3% | $4,651+42.7% |
| Admin fee / account holder | $70 | $236-70.5% | $9,460-99.3% | $433-83.9% |