Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST5+ years Service code 15 · EIN 38-3416104 | Recordkeeping | $20,335 |
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 | $55,800 | $52,961+5.4% | $172,752-67.7% | $65,185-14.4% |
| Participation rate | 56.4% | 66.2%-9.8pp | 82.6%-26.3pp | 70.2%-13.8pp |
| Annual return | 23.29% | 30.12%-6.8pp | 802.97%-779.7pp | 29.38%-6.1pp |
| Employer contribution / active EE | $711 | $2,190-67.5% | $5,144-86.2% | $2,177-67.3% |
| Participant deferral / active EE | $2,307 | $2,471-6.6% | $5,198-55.6% | $3,514-34.3% |
| Admin fee / account holder | $117 | $472-75.2% | $13,955-99.2% | $847-86.2% |