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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST4+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $17,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $52,495 | $47,977+9.4% | $154,111-65.9% | $56,287-6.7% |
| Participation rate | 56.8% | 66.2%-9.4pp | 83.0%-26.2pp | 69.9%-13.1pp |
| Annual return | -4.13% | 3.54%-7.7pp | 735.18%-739.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $717 | $2,169-67.0% | $5,298-86.5% | $2,111-66.1% |
| Participant deferral / active EE | $2,123 | $2,392-11.2% | $5,081-58.2% | $3,350-36.6% |
| Admin fee / account holder | $107 | $438-75.7% | $13,411-99.2% | $521-79.5% |