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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST1+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $14,681 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,211 | $72,770+32.2% | $67,652+42.2% | $55,191+74.3% |
| Participation rate | 99.7% | 78.8%+20.9pp | 75.7%+24.0pp | 69.2%+30.6pp |
| Annual return | 0.47% | -3.26%+3.7pp | 6625.40%-6624.9pp | 10.78%-10.3pp |
| Employer contribution / active EE | $5,009 | $1,769+183.1% | $2,266+121.1% | $1,899+163.8% |
| Participant deferral / active EE | $4,494 | $3,408+31.9% | $3,560+26.2% | $3,046+47.5% |
| Admin fee / account holder | $33 | $79-58.5% | $4,821-99.3% | $91-64.0% |