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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST4+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $22,081 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,241 | $65,118+49.3% | $76,768+26.7% | $55,725+74.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.0%+23.0pp | 70.9%+29.1pp |
| Annual return | -6.45% | -1.27%-5.2pp | 2.43%-8.9pp | 244.93%-251.4pp |
| Employer contribution / active EE | $5,177 | $1,941+166.7% | $2,485+108.3% | $2,078+149.1% |
| Participant deferral / active EE | $4,631 | $3,688+25.6% | $3,852+20.2% | $3,356+38.0% |
| Admin fee / account holder | $39 | $116-66.6% | $6,675-99.4% | $115-66.4% |