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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST6+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $208,410 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,982 | $79,519+63.5% | $95,960+35.5% | $73,412+77.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 16.06% | 19.20%-3.1pp | 91.63%-75.6pp | 59.30%-43.2pp |
| Employer contribution / active EE | $6,442 | $2,048+214.6% | $2,541+153.5% | $2,234+188.4% |
| Participant deferral / active EE | $6,082 | $4,138+47.0% | $4,167+46.0% | $3,806+59.8% |
| Admin fee / account holder | $46 | $184-75.1% | $6,797-99.3% | $158-70.9% |