Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST3+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $16,604 |
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 | $107,937 | $69,305+55.7% | $82,312+31.1% | $69,631+55.0% |
| Participation rate | 100.0% | 80.3%+19.7pp | 76.9%+23.1pp | 70.7%+29.3pp |
| Annual return | 19.04% | 21.47%-2.4pp | 25.88%-6.8pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $5,218 | $1,887+176.6% | $2,428+114.9% | $2,032+156.8% |
| Participant deferral / active EE | $4,694 | $3,568+31.5% | $3,706+26.7% | $3,224+45.6% |
| Admin fee / account holder | $31 | $97-68.6% | $5,608-99.5% | $110-72.4% |