Filed March 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST11+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $128,166 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,353 | $98,727-28.7% | $113,168-37.8% | $85,563-17.8% |
| Participation rate | 97.1% | 80.8%+16.3pp | 76.6%+20.6pp | 66.0%+31.2pp |
| Annual return | 16.78% | 17.43%-0.6pp | 24.27%-7.5pp | 31.51%-14.7pp |
| Employer contribution / active EE | $2,224 | $2,907-23.5% | $2,975-25.3% | $2,654-16.2% |
| Participant deferral / active EE | $5,446 | $5,424+0.4% | $5,107+6.6% | $4,375+24.5% |
| Admin fee / account holder | $190 | $357-46.7% | $12,068-98.4% | $834-77.2% |