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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST3+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $6,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,584 | $55,453+2.0% | $170,435-66.8% | $62,293-9.2% |
| Participation rate | 52.0% | 66.4%-14.3pp | 83.6%-31.6pp | 69.5%-17.5pp |
| Annual return | 18.25% | 21.38%-3.1pp | 205.94%-187.7pp | 28.90%-10.6pp |
| Employer contribution / active EE | $536 | $2,164-75.2% | $5,432-90.1% | $2,042-73.8% |
| Participant deferral / active EE | $1,887 | $2,303-18.1% | $4,939-61.8% | $3,169-40.5% |
| Admin fee / account holder | $41 | $455-90.9% | $13,881-99.7% | $479-91.4% |