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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST9+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $39,553 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,467 | $99,168+5.3% | $96,576+8.2% | $74,440+40.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 19.32% | 22.40%-3.1pp | 25.87%-6.5pp | 34.37%-15.0pp |
| Employer contribution / active EE | $6,159 | $2,570+139.7% | $2,965+107.7% | $2,638+133.5% |
| Participant deferral / active EE | $5,822 | $4,936+17.9% | $4,851+20.0% | $4,529+28.6% |
| Admin fee / account holder | $41 | $225-81.6% | $8,253-99.5% | $348-88.1% |