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| Provider | Service type | Compensation |
|---|---|---|
GREENLEAF TRUST4 years Service code 15 · EIN 38-3416104 | Recordkeeping | $52,331 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,829 | $59,267-31.1% | $96,575-57.7% | $79,393-48.6% |
| Participation rate | 83.3% | 61.9%+21.4pp | 69.8%+13.4pp | 70.7%+12.6pp |
| Annual return | 22.09% | 27.08%-5.0pp | 37.79%-15.7pp | 116.87%-94.8pp |
| Employer contribution / active EE | $961 | $1,216-21.0% | $2,357-59.2% | $2,428-60.4% |
| Participant deferral / active EE | $3,406 | $2,947+15.6% | $3,849-11.5% | $4,046-15.8% |
| Admin fee / account holder | $206 | $659-68.7% | $6,182-96.7% | $627-67.1% |