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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST2 years Service code 15 · EIN 38-3416104 | Recordkeeping | $33,276 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,735 | $49,138-33.4% | $84,021-61.0% | $65,185-49.8% |
| Participation rate | 92.5% | 60.7%+31.8pp | 69.0%+23.5pp | 70.2%+22.3pp |
| Annual return | 25.26% | 23.00%+2.3pp | 71.32%-46.1pp | 29.38%-4.1pp |
| Employer contribution / active EE | $1,047 | $914+14.6% | $1,984-47.2% | $2,177-51.9% |
| Participant deferral / active EE | $4,066 | $2,397+69.6% | $3,239+25.5% | $3,514+15.7% |
| Admin fee / account holder | $181 | $543-66.7% | $6,102-97.0% | $847-78.7% |