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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST8+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $43,607 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,820 | $72,303+21.5% | $86,698+1.3% | $64,819+35.5% |
| Participation rate | 99.8% | 80.4%+19.4pp | 76.6%+23.2pp | 71.5%+28.4pp |
| Annual return | -16.76% | 392.77%-409.5pp | 35.95%-52.7pp | 32.84%-49.6pp |
| Employer contribution / active EE | $5,616 | $2,393+134.7% | $2,837+98.0% | $2,507+124.0% |
| Participant deferral / active EE | $5,238 | $4,660+12.4% | $4,656+12.5% | $4,311+21.5% |
| Admin fee / account holder | $48 | $174-72.6% | $7,493-99.4% | $188-74.7% |