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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST2+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $14,103 |
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 | $98,282 | $63,905+53.8% | $74,184+32.5% | $57,658+70.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 9.98% | 60.60%-50.6pp | 17.74%-7.8pp | 5.13%+4.9pp |
| Employer contribution / active EE | $4,817 | $1,840+161.7% | $2,370+103.2% | $1,974+144.0% |
| Participant deferral / active EE | $4,444 | $3,448+28.9% | $3,550+25.2% | $3,061+45.2% |
| Admin fee / account holder | $28 | $91-69.1% | $5,586-99.5% | $95-70.2% |